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Retirement tax questions
If any portion of the distribution from the 401(k) was in cash and taxes were withheld, you'll need to substitute other funds to be able to complete the rollover of the entire gross amount. Line 5b of your 2023 Form 1040 will show the ROLLOVER notation to indicate that the distribution was rolled over.
‎July 6, 2023
11:43 AM
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