dmertz
Level 15
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Retirement tax questions

The payer is required to report this transaction on Form 1099-R and you must enter this Form 1099-R into TurboTax in the Wages & Income -> Retirement Plans and Social Security ->  IRA, 401(k) , Pension Plan Withdrawals (1099-R) section and indicate that you moved the money to another retirement account and rolled over the distribution.

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