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Is there a form that shows the details of funds rolled over from one institution to another?
I rolled a 457(b) over to an IRA (not a Roth) at a different institution. The 1099-R says $0 is a non-taxable distribution in box 2a. The amount of the rollover shows up in the 1040 as income but is not taxed. That's good but should the rollover show up as income at all? Should TurboTax have opened a form showing the rollover?
March 18, 2021
1:54 PM