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Retirement tax questions
After entering 1099-R info I am asked if I moved the money to another retirement account to which I answered Yes as we rolled it to a Roth IRA. Then I am told that I do not need to pay tax on this rollover, but since it was moved from a Traditional IRA to a Roth IRA I understood that I DO need to pay tax. Should I instead answer that I did something else with it?
a month ago