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Retirement tax questions
"Moved the money to an IRA" is a tax free rollover, not a NEW IRA contribution.
You enter the 1099-R and say that it was moved to another retirement account and rolled to an IRA.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 21, 2021
8:00 PM