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Retirement tax questions
no you can't effectively make it a Rollover that way.
You still have to meet the criteria.
What additional criteria, other than coming from and going from one Traditional IRA to another Traditional IRA? Did I have to declare it was a rollover initially? Do I need to do anything more than return it to a Traditional IRA before July 15th?
‎July 11, 2020
6:58 PM