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Retirement tax questions
Thanks. I was looking at Publication 590-A
The amount withheld is part of the distribution. If you roll over less than the full amount of the distribution, you may have to include in your income the amount you don’t roll over. However, you can make up the amount withheld with funds from other sources.
I am trying to let Turbotax know that I used other sources of post-tax funds.
March 1, 2023
7:32 PM