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Retirement tax questions
When I either enter the 1099-R by hand or download it from TDAmeritrade I never find a screen asking me "When you get to the screen titled "What Did You Do With The Money from (Name of Broker)?" Indicate that you moved the money to another retirement account (or returned it to the same retirement account)." I'm using Turbotax deluxe. I still don't know where to tell Turbotax that I rolled the money back (5498) into my retirement account.
‎February 26, 2021
9:56 AM