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Retirement tax questions
I can only think of the 1099-R entries where it asks if these were regular or sporadic payments received.
For example, a retirement plan would be regular monthly payments whereas an IRA withdrawal could be sporadic.
When entering a conversion, select not regular, and continue answering the questions about what you did with the money, like rollover.
See 1099-R codes. See Table 1. Guide to Distribution Codes.
If this does not help, please reply with more information.
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‎February 21, 2025
12:17 PM