dmertz
Level 15

Retirement tax questions

Since it's not eligible for rollover, the only correct answer is that you did something else with it.  For a code U distribution, TurboTax will treat it as cashed out no matter how you answer the question and will flag an error if you indicate that you rolled it over.  (Why TurboTax bothers to ask the question is a mystery.)

Where is the ESOP dividend money now?

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