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Retirement tax questions
It is unlikely that your 401(k) plan is an unqualified plan.
Did you make this transfer within 60 days? If so, in TurboTax when asked what you did with the money, answer that you moved it to another retirement account.
What was the distribution code on your 1099-R?
If your Social Security number is correct, a minor misspelling of your name should not be a problem.
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‎July 11, 2020
3:28 PM