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Retirement tax questions
There is a question after the 1099-R entry that asks about the rollover. (See below) Please remember the one rollover per year rule: You generally cannot make more than one rollover from the same IRA within a 1-year period. You also cannot make a rollover during this 1-year period from the IRA to which the distribution was rolled over. (See Rollovers of retirement plan and IRA distributions).
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‎February 1, 2025
4:01 PM