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Retirement tax questions
You are mistaken. There were RMDs in 2020
But they could be reversed (rollover) prior to 8/31/2020. After that it’s taxable
If you say its not a RMD then it’s a taxable transaction
Again Turbo admitted their flaw
Additionally the IRS matches 1099Rs to returns eventually. A discrepancy will create a notification. This is done automatically
March 1, 2021
4:24 PM