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Retirement tax questions
Yes, you do have the opportunity to indicate that when you enter your 1099-R.
- After the 1099-R has been entered, there are some follow up screens that ensue.
- The second follow up screen should ask What Did You Do With the Money From This Payer?
- Here is where you will check the box that says I Moved the Money to Another Retirement Account.
- This is what that screen looks like.
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March 16, 2021
3:39 PM