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Retirement tax questions
"All versions" includes the Free version. There might be other reasons that you wouldn't qualify to use the Free version, but reporting a rollover this isn't one of them. Note that if any amount was withheld for taxes, you were under age 59½ and you did not substitute other funds to complete the rollover of the entire gross amount, the the portion not rolled over would be an early distribution that would prevent you from using the Free version.
March 30, 2023
2:30 PM