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Retirement tax questions
You can fix this in TurboTax. Enter the 1099R as received. After the uncommon situations screen you will be asked if you moved the money through a rollover into an IRA within 60 days. Select that box and it will take through screens that will make the distribution show as a rollover on your 1040. You should receive a form 5498 from your new IRA instiution sometime in May showing he rollover to the new IRA. This will be report to the IRS.
‎February 3, 2021
1:51 PM