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Rollover of a Employee Stock Ownership Plan
I received both a 1099-B and a 1099-R because we rolled the total amount over to a Traditional IRA whn I enter the 1099-R it appears to be a wash with Taxes but when I enter the 1099-B it wants to tax me even though it was rolled over. Can I omit the 1099-B or how do I resolve this?
March 30, 2020
7:22 AM