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Retirement tax questions
Please follow the instructions in this link. Here is a summary on how you report this as a rollover.:
- Enter the 1099R exactly how it is on the form. For the rollover RMD, if it doesn't have a code G
- There will then be a series of followup questions after you enter the 1099R. One of those questions will ask:
- What you did with the money. Here is the option where you would enter that you moved money to another retirement account.
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‎February 12, 2020
7:06 PM