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Retirement tax questions
After you have entered the Form 1099-R there will be a series of the screens asking various questions. One of the screens will ask what you did with the money. You have to select that you moved the money to either the same or another retirement account.
This allows the program to enter on your Form 1040 a 0 on Line 4b and the word ROLLOVER to left of Line 4b
March 25, 2025
8:44 AM