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Retirement tax questions
@jenglenn2005 wrote:
Thank you. To be clear so cannot claim loss but do we need to declare anything? Like if we get form for rollover? Even though it never was deposited?
If you get a 1099-R for the withdrawal, that will create an issue because it needs to be reported, and "stolen" is not one of the usual options in Turbotax. I will ask another expert how they think this should be handled.
‎November 6, 2024
6:58 PM