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Retirement tax questions
Thanks, but I'm not retired (and won't be for a long time) so that money isn't income. The amount on my 1099-R is what was in my 401k before I rolled it into an IRA. I was told that I have to include the End-Of-Year statement to show that the money on the 1099-R isn't income but was in fact rolled over. Any other suggestions?
‎February 6, 2023
1:53 PM