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rolling over an annuity cash out i to an IRA
Hi, I cashed out an annuity from my old investment firm having no taxes withheld and immediately rolled over into an IRA. How do I report my Form 5498 so as not to incur taxes from my annuity? I am reporting my 1099R from the annuity. Thank you for your help.
‎April 3, 2025
2:01 PM