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Retirement tax questions
So on the 1099-R form I send to the IRS, scratch thru it with a red line and write "ROLLOVER" on it before sending it in to the IRS and don't include it, of course, as a gross distribution or taxable amount, Boxes 1 and 2, in the program as a distribution from the IRA?
‎April 14, 2021
4:58 PM