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Retirement tax questions
Julie, thanks for the reply. While I have not gotten a Form 1099, my concerns is that when I go to the IRS website, the IRS Interactive Tax Assistant says I do need to report the rollover. It says "Include the total amount distributed on the "Pensions and Annuities" line of your tax return. Write the word "Rollover" in the margin net to the "Taxable amount" line."
This makes me nervous about not reporting the rollover.
‎February 28, 2024
12:45 PM