MarilynG1
Expert Alumni

Retirement tax questions

Yes, you can select General Rule, unless you want to spread your distribution over a three-year period.

 

You will report the Rollover of your 401K distribution to a Roth IRA in the follow-up screens after entering your 1099-R.

 

Click this link for more info on Covid-related early distributions. 

 

 

 

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