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I received both 1099 R and 1099B
I moved my 401K into a traditional IRA account. My last job also had stock I earned as an employee. I sold it and signed the check right over to my investment broker who put it in my IRA. I received both a 1099R and a 1099B. When I enter the 1099B, my taxes skyrocket. I can't seem to show that the money from the sale was rolled over to the IRA.
March 20, 2025
10:34 AM