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Retirement tax questions
That would be a rollover. If a 1099-R is issued, you enter it in Turbotax and then the program asks what did you do with the money, you answer that it was all rolled over into another qualifying retirement plan. (In some cases, the old plan does not issue a 1099-R at all, although I will probably get the conditions wrong if I try to mention them. If you don't get a 1099-R by February 15, call the old plan and ask.)
‎January 9, 2023
10:46 AM
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