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Retirement tax questions
A 1099-Q that shows a withdrawal within scope of it's rules does not need to be entered into your tax return. The problem that the system has is that when a 1099-Q is entered it assumes (in this case incorrectly) that the numbers are being entered into the tax return because they are not an approved withdrawal. Since this is an approved rollover you don't need to enter the 1099-Q.
Here's more information on 1099-Qs.
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‎February 12, 2026
11:03 AM