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Retirement tax questions
When entering my 1099-R information for my RMD that I rolled back before August 31, the tax software never asks me what did I do with the money. “What Did You Do With The Money From (your retirement fund)?", answer "I moved the money to another retirement account (or returned it to the same retirement account)"
how did did I miss that? Because I never address that question the distribution shows up as a tax event which isn’t right.
February 17, 2021
4:09 AM