DavidD66
Expert Alumni

Retirement tax questions

After you enter(ed) the 1099-R, there is a page that asks "What Did You Do With The Money From [Retirement Plan]"? 

Be sure you indicate that you "did a combination of rolling over, converting, or cashing out the money." 

Answering these questions correctly will result in your distribution showing up as partially taxable and partially non-taxable.

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