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Get your taxes done using TurboTax
@Blake13 -did she cash out her 401(k),receice a check, deposit it in bank and then you sent a new check (presumably with your name on it) and deposit it into your IRA?
or was a check issued by her administrator and that check was presented to the incoming adninistrator of the IRA...
it may make a difference on how you approach this.
Also, are you still within 60 days from the time the money came out of her 401(k)?
‎August 10, 2022
9:40 AM