JohnB5677
Expert Alumni

Retirement tax questions

Yes, If you did indeed use all of the funds for the same purpose it would be the amount in box 1.

 

I think you are referring to the questions:

  • I moved the money to another retirement account
  • I did something else with it

If you selected I moved the money to another retirement account there is an additional option to rollover only part of the money.

 

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