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Retirement tax questions
Thanks but that does not work. The only workaround I could find was to add to the 1099-R information. If I change the distribution code from 7 to G, or add a G, then I get the questions about the rollover. But without doing that, even with checking that it was not a RMD, does not lead to me getting a screen that asks about rollovers.
March 3, 2021
12:23 PM