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Retirement tax questions
OK, I think I understand. The funds were distributed into a non-qualified brokerage account (not an IRA).
To be clear, when asked "Did you rollover all of this ... (Box 1) to another retirement account?" I should select "I did something else".
This way, the taxable amount gets carried forward to the 1040 and I can proceed on.
Did I get that right?
Thanks!
March 18, 2026
1:49 PM