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Retirement tax questions
You rolled over a 401K to a IRA? If you did a direct transfer from the 401K you might not get a 1099R and you don't need to report it. Ask the plan if you will get a 1099R.
No. It is not a new contribution. Do not enter it under Deductions. You don't report the 5498.
‎February 21, 2021
4:33 PM