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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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‎April 1, 2021
1:40 PM