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1099-Q Taxes Due for Trustee to Trustee Transfer
Why do I have to pay taxes on a Trustee to Trustee Transfer for a Qualified Education Plan? All I did was rollover our account balance to a different plan and now it is being added to my earnings with a sizable tax bill. We did not withdraw our use any of the money for educational expenses.
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‎June 29, 2020
6:37 PM