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Retirement tax questions
I entered a Form 1099-R with the distribution amount listed in box 1 and code 7 in box 7. On the next screen that said What Did You Do With The Money From (name of broker)? I chose the option the indicated I rolled the money to another traditional IRA or other retirement account and the distribution did not show as taxable on my return:
Can you clarify what you did differently from this?
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March 18, 2025
4:33 PM