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Retirement tax questions
You should see a screen that says What did you do with the money from (name of pension company)? after you enter your form 1099-R. To which you need to indicate that you moved the funds to another retirement account and rolled it over to a traditional IRA or other retirement account. Then the distribution will not show as taxable on your tax return. See the following:
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‎February 28, 2022
4:35 PM