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Retirement tax questions
If you did the rollover during 2023, you should receive a Form 1099-R mailed to you by the end of January that will report that transaction. When you receive the Form 1099-R, include it as part of your tax return and answer the follow-up questions after you have entered the data. It will be reported as part of your return, but should not generate any taxable situation for you if the account was fully rolled from one administrator to another.
Use the steps in the following TurboTax help article to get started:
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‎January 17, 2024
3:25 PM