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Retirement tax questions
Have contacted the indirect IRA rollover destination Vanguard; they tell me they send out a form 5498 in May, confirming the rollover. They say no 1099-R will come from them, as that form is only for distributions. I now have the 1099-R from the source of the distribution, but it is showing as taxable in my Turbo Tax. How to I correctly reconcile an indirect IRA rollover to ensure I'm not paying tax on the proceeds?
‎June 7, 2019
3:10 PM