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Retirement tax questions
Nothing on the Form 1099-R indicates the type of qualified retirement plan from which the payments are received, so just based on the information on the Form 1099-R TurboTax cannot preclude you from reporting the distribution as having been rolled over.
Distributions received as a series of substantially equal periodic payments for life or for a period of 10 years or more are not eligible for rollover. They are essentially RMDs.
‎April 8, 2021
8:12 PM