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Retirement tax questions
Yes.
You have to report this form 1099-R on your tax return.
The rollover will not be taxable.
Enter the form 1099-R and in TurboTax Online continue with the TurboTax interview until you arrive at the page Tell us if you moved the money through a rollover or conversion, click on the radio button I rolled over some or all of it to an IRA or other retirement account within the time limits (normally 60 days)
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March 3, 2025
9:53 AM