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Retirement tax questions
It seems there are two ways to deal with this conundrum:
l. enter gross distribution on line 4a, 0 as taxable amount on 4b, and write "rollover" next to line 4b so the IRS knows why the numbers don't match. Problem here is in order to take this approach return must be sent by mail. this means any other state forms must also be sent by mail.
2. e-file the form showing 4a gross amount, 0 in 4b. Then wait to see if you hear from IRS as to why numbers don't match.
any other ideas would be appreciated.
March 7, 2021
1:46 PM