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Retirement tax questions
Those are questions for a rollover. The RMD is not a rollover. Your husband had a required RMD for the year. You should enter the 1099-R as a distribution.
The rest of the money should have been rolled over to you and if you received a form it would not have a taxable amount unless you withdrew another amount.
I am very sorry for your loss.
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‎February 12, 2024
1:43 PM