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Retirement tax questions
In 2019 I rolled over the funds from a traditional IRA to another traditional IRA. This was not a bank to bank transfer. I received a check which then I used to open the new IRA account. I understand that this is a reportable event so it must be reflected in the 2019 1040. Since I am required to do so, I also took the required minimum distribution from this account before I closed the account. I also took all the RMDs from my other IRAs. So I need to report a nontaxable distribution (rollover) as well as the taxable (RMDs) distributions. How do I do this on the 1040?
‎January 30, 2020
2:41 PM