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After you file
However ... keep all your records as the IRS may question this being left off the return(takes them 2 -3 years to notice it) so you will need to respond to the notice with a copy of the 1099-R form showing it was rolled over. Having a copy of the IRA statement showing the rollover would also be wise ... they send out form 5498 that shows the roll.
‎February 19, 2023
8:14 AM