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Retirement tax questions
You had the option to roll these funds over to another IRA as soon as practical after receiving the funds. Absent doing that, the distribution is reported as if the distribution had been made to you directly from the IRA. You would do this in TurboTax by entering a Form 1099-R. You can enter a substitute Form 1099-R (Form 4852) if you did not receive an actual Form 1099-R.
‎January 26, 2024
12:08 PM