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Retirement tax questions
Thanks for your response. I will not be receiving a 1099-R for this settlement that was sent directly into a qualified 401(k) plan.
Turbo Tax keeps asking me about a substitute 1099-R. Is this required as the funds were distributed by the litigation admininistration and not from my old plan administrator? I rolled over all of those funds into my current plan several years ago.
Thanks
March 2, 2021
12:01 PM