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Retirement tax questions
If this was an indirect rollover -- meaning you physically got the check and deposited the funds into another retirement account -- then you'll have a code other than "G" or "H". In that case, you'll answer TurboTax's question about what you did with the money by checking the box that says you moved the money to another retirement account. That will also result in it not being included in taxable income.
Here are the steps:
- Federal
- Wages & Income
- Retirement Plans and Social Security
- IRA, 401(k), Pension Plan Withdrawals (1099-R)
‎August 12, 2020
11:42 AM