MaryK4
Expert Alumni

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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