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Retirement tax questions
After entering the 1099-R, you must answer the follow up questions to make sure you indicate that it was rolled over within 60 days from the date of the withdrawal. Also, the gross amount shown on tax summaries may not be the taxable amount actually entered on your tax return form. Look at form 1040 line 15b or 16b to see what is actually entered as taxable. Also look for the word rollover.
May 31, 2019
7:40 PM