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Retirement tax questions
I think VolvoGirl's guess is probably correct, that you inappropriately reported a portion of your pension payment as having been "rolled over" to an IRA. No such rollover of a pension payment is permitted. Even if you used the money to fund an IRA contribution, the IRA contribution is a new, regular contribution, not a rollover.
‎June 4, 2019
9:15 PM