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Retirement tax questions
If you received a 1099-R, you can enter it in TurboTax. If you did a trustee-to-trustee rollover (you did not receive a check), you will not get a 1099-R and you do not have to report it on your tax return.
See Rollovers of Retirement Plan and IRA Distributions.
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March 28, 2023
8:40 PM