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Retirement tax questions
I did receive a 1099-R. When I entered it, the first question asks if it was rolled over to designated ROTH 401 (k) or 403 (b) account. I marked No. The next question asks if it was rolled over into a ROTH IRA account. I marked No. There are no more questions about what kind of account it was rolled over to. Just concerned if I will have to prove how it was rolled over. The second company it was rolled over to just says its's an annuity in the information I received from them. The rollover was completed a few months before the year ended, so I have been receiving my pension check from the new company.
Thanks.
‎February 3, 2025
2:06 PM