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Retirement tax questions
THE 1099-R REPRESENTS THE DISTRIBUTION FROM MY MOTHER'S ANNUITY/LIFE INSURANCE. I TOOK THE ENTIRE DISTRIBUTION AND CREATED AN IRA. NOT SURE THAT ITS A "ROLL-OVER". I DIDN'T ADD ANYTHING TO THE DISTRIBUTION THAT CREATED THE IRA. IS THE WITHHOLDING USED AS A CREDIT LIKE W-2 WITHHOLDING?
‎April 15, 2020
3:56 PM