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Retirement tax questions
I just spoke to Fidelity. I have called in twice for the rollover question. Again, they said the 60days rule can't apply in my case it was coded as 'nontaxable' distribution. I can't roll it over back to any of the IRAs (Traditional or Roth) or to different institution. Can you help me understand this?
I guess I will give up to leave it alone. When I receive the 1099-R next year, I won't be taxed for this distribution, right?
March 29, 2024
9:15 AM