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Retirement tax questions
Make sure you check the 'Trustee to Trustee' option when entering your 1099-Q. There's a question in the 1099-Q interview asking if the funds were rolled over to another qualified plan. If using TurboTax Desktop, you can also indicate that directly on the Form 1099-Q.
If you still get an error, you could delete Form 1099-Q and step through the interview again.


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‎February 20, 2026
1:32 PM