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Hello, I'm reaching out regarding "Did you withdraw money from your retirement plan?" . I only did a roll over for my 401k - do I need to report this? I have a 1099-R
When I changed employers I rolled over my 401k from one financial institution to another. I got a 1099-R with a gross distribution listed but no taxable amount listed.
‎February 22, 2025
6:37 AM