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We are retired & receive retirement funds, why do I get questions about rollover of the funds? I don't understand the questions.
After I enter the information from the 1099-R I go through questions on qualified plan, great they are qualified.
Now I get several questions about roll-overs. Why? I don't know what to answer. We get retirement funds from the accounts we put into. Also questions about was this amount paid in taxes added to the $$$ or part of the $$$ received. Why this question?
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‎June 4, 2019
12:30 PM