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How can I rollover a forced distribution from a 401K to an existing rollover IRA and recoup the withholding upon filing this year's return?
Coincidentally, I initiated an IRA distribution-based 60-day rollover this same year. The IRS specifies limits to rollovers of this variety to one annually. I seemingly had no control over the forced distribution, and just want to reinvest the proceeds of it without incurring taxes. I do not qualify for a traditional IRA.
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May 31, 2019
6:44 PM