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Retirement tax questions
Yes, you have to enter the form 1099-R in your tax return even for a non taxable rollover.
The IRS has a copy of the 1099-R and may write to you if it is missing from your return.
When you enter your form 1099-R, fill out box 7 correctly and answer all questions in the TurboTax interview. TurboTax will exclude the rollover from taxation.
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‎February 6, 2020
12:06 PM