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Retirement tax questions
You need to go back and edit your 1099-R
After you enter your 1099-R Turbo Tax will ask you some questions about the distribution:
- When you get to the screen that says, "what did you do with the money?", choose: "moved to another retirement account"
- After you make this choice, more options will appear: choose: "rolled over all of this money"
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‎April 4, 2020
6:16 PM