Retirement tax questions

DavidD66 · ‎March 4, 2021

After you enter(ed) the 1099-R, there is a page that asks "What Did You Do With The Money From [Retirement Plan]"? See Screen Shot below.

Be sure you indicate first that you "...moved the money to another retirement account (or returned it to the same retirement account)." and the you "rolled over all of this money to another IRA or other retirement account (or returned it to the same account)."

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