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We have a pension rollover to a Traditional IRA. It's showing as an excess contribution. How do we correctly show it's not a contribution? The 1099-R shows not taxable.
The pension wrote the check out to our investment company so we only mailed it to add to the account. No contributions were made to this account. Only the rollover for about $16k.
‎April 7, 2025
6:43 PM