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Retirement tax questions
Did you get a 1099R from the first IRA? You might not need to repot a direct rollover. You don't need to enter the 5498, that is only for your info. You only enter the 1099R. If you got one it should have Code G in box 7 for direct rollover. That is all you need to enter.
May 7, 2021
12:12 PM