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Retirement tax questions
Just enter the 1099-R and say you "moved" the money to another (or the same) account and then say it was rolled over.
That will put it on the 1040 line 4a with the word "ROLLOVER" next to it.
**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.**
‎April 11, 2021
3:18 PM