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Retirement tax questions
More importantly,
In the interview, did you indicate when it asked "What did you do with the money" did you say "You rolled it over into another plan."
If non of the values changed, you should not have a problem.
If I've misunderstood your question, and this does not completely answer it, please contact us again and provide some additional details.
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‎February 8, 2024
10:02 AM