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Retirement tax questions
You will need go to the 1099R where the rollover occurred.
- Check the 1099R that you performed the rollover from to see if there is a code 8 in Box 7. If there is another code listed.
- Scroll through your entries until you reach a screen asking you what you did with the money. Here you can say you moved it to another retirement account or put it into the same retirement account.
- Now check to see if the word rollover appears.
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May 16, 2021
7:05 PM