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Retirement tax questions
I saw the "Learn More" box.
I checked the line 4 trustee-to trustee rollover box.
I answered 'yes' the distribution was rolled over within 60 days.
I answered the new account beneficiary is the original beneficiary.
I answered 'no' to the rollover within 12 months prior screen.
On the next rollover screen I answered that "NONE" of the distribution was rolled into another QTP. That's where the problem is: the screen doesn't provide a checkbox for rolling into an ABLE account.
‎February 13, 2024
7:34 AM