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Retirement tax questions
Did you roll it over within 60 days to a Traditional (not Roth) IRA? After you enter the 1099-R in Federal > Wages and Income > Retirement, there are questions that cover this. The TT Income Summary will show just the gross amount, but that is only FYI. Both the gross and (0) taxable figures will be listed on your actual tax return, along with the word Rollover.
March 21, 2021
1:53 PM