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Retirement tax questions
Ok, just make sure any amounts rolled over to IRA from the 401K are NOT counted as an IRA contribution for 2017 tax year, as they are not a contribution.
If the money from the 401K was received in 2018, then report that in 2018, (if 2017, report in 2017).
If the money from the 401K was received in 2018, then report that in 2018, (if 2017, report in 2017).
‎June 6, 2019
12:12 PM