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Retirement tax questions
Yes, you do need to report these 1099-Rs. They are not taxable rollovers. When the TurboTax system asks about whether you are rolling it over into a Roth, it is just trying to determine if it should be taxable. Answer No to this question. Once it is entered properly, you should not see your taxes change.
‎February 16, 2022
5:41 AM