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Retirement tax questions
Thanks for all the help. What I am taking away from all this is that the rollover from the 401(k) to the traditional IRA needs to be reported - advice consistent with the IRS website - and that order to report the rollover, the 401 (k) plan should provide a form 1099-R. Again, thanks for the help.
‎February 28, 2024
7:36 PM