ColeenD3
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Retirement tax questions

As you progress through the 1099-R screen, you will be asked what you did with the money. You can indicate the rollover.

 

Answer the question that you moved the money to another retirement account.  The screen will open up with choices of where it was moved. For a partial rollover or a total rollover, say you moved the money then enter the amount of rollover.

 

 

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