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Retirement tax questions
Did you get a 1099R for it? What code is in box 7? Is it a G? After you enter the 1099R you might get several questions asking what you did with it. Pick I moved it to another retirement account even if you put it back into the same account. You moved it from a Traditional IRA to another Traditional IRA? It should show up on your 1040 line 4a and 0 taxable on 4b with the word Rollover by it.
March 22, 2025
11:59 AM