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Retirement tax questions
Yes, if you received a 1099-R with this information, the 1099-R needs to be included on your tax return.
The code in Box 7 of the 1099-R indicates that is it a rollover so the amount will not be taxable on your return.
To include this information in TurboTax, go to
- Wages & Income
- Retirement Plans & Social Security
- IRS, 401(k), Pension Plan Withdrawals (1099-R)
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‎April 14, 2020
6:57 AM