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Retirement tax questions
After entering all the 1099-R box info in, I get prompted with "What did you do with the money from XXX" and I answered "Moved the money to another retirement account" and then chose "rolled over all of this money" and that's when I get another message stating "We want to let you know...you won't have to pay tax on your $20,000 rollover from XXX".
It gives me the same messages whether I include the code K or no K.
‎October 13, 2023
9:16 PM