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Retirement tax questions
"I'm just wondering if this will get flagged by the IRS due to the amount being listed as taxable even though i rolled it into the tax deferred account."
Maybe. You might consider heading that off by entering a substitute Form 1099-R (Form 4852) having $0 in box 2a in place of the original Form 1099-R, allowing you to provide explanation.
‎April 5, 2024
1:24 PM