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Retirement tax questions
When you enter the 1099-R your received for the $14,000 distribution with the entries exactly as shown on the 1099-R, there will be followup questions asking what you did with the money. You would answer that you rolled over $10,000 of it. As a result of answering that question, the $10,000 will not be taxable.
‎June 3, 2019
1:25 PM