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Retirement tax questions
Rolled over 401(k) to new company but also received money because we contributed too much into our 401(k)
We have received 1099R forms
When asked Where is this distribution from? What do we select?
Military pension or survivor's benefits ~ does not apply
Disability benefits (under age 65 only) ~ does not apply
There year rule pension or 401(k) benefits ~ Not sure
General rule pension or 401(k) benefits ~ Not sure
None of the above ~ Not sure
‎January 28, 2019
7:01 AM