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Retirement tax questions
To clarify, you had entered the RMD as a rollover and it showed as $0 taxable with stating rollover next to it on line 4 on Form 1040 but the IRS disallowed the rollover?
Did you have more than one rollover into that account? There is a one rollover per year limit. Please see IRA One-Rollover-Per-Year Rule for details.
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March 14, 2021
5:41 AM