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Retirement tax questions
When you deposited it in the new account did you add back in the $1500 10%? If not the 1,500 is a distribution and taxable and the 10% Early Withdrawal Penalty if she was not 59 1/2. So when it asks what you did with it only enter the actual amount put in the new account.
‎February 13, 2023
12:09 PM