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Retirement tax questions
I am trying to verify whether this works for a partial Rollover Distribution return. In my case, I withdrew $48,000 from one IRA, and then prior to the end of summer deadline, I put $5,000 back in. I got the same basic things on the institution forms: $48k on a 1099-R and $5K on a 5498. I'm trying to verify that my taxable income from that distribution is $43K and not $48k.
‎January 23, 2021
3:14 PM