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Retirement tax questions
If you rolled over the $$ to another retirement account, and you received a 1099-R for it, then you enter the 1099-R into the software...BUT...then you need to answer some of the questions after the main form, to indicate what you did with the $$...like put the $$ in another Retirment account within 60 days. Then the $$ you rolled will not get included in your AGI.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 22, 2024
12:36 PM