- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
There are a number of questions.
First, did you see this Learn More box?
On the screens in the 1099-Q:
line 4 - did you check the rollover box on the 1099-Q?
On the screen "Distribution Transfer", did you answer YES that the amount was rolled over within 60 days?
Who was the new beneficiary?
On the screen "Rollover", did you answer YES?
Let's get these answers and see what we have.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 12, 2024
9:16 PM