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Retirement tax questions
Thank you for responding.
I deleted the original 1099R and started over, but to no avail. I do not get the question you mentioned -
'When TurboTax asked you (after you entered the 1099-R) what did you do with the money from this distribution, you should have checked "I moved the money to another retirement account". That would tell TurboTax that it was a rollover and therefore not taxable.'
I have updated my tt software within the hour. What am I missing?
February 13, 2020
8:49 AM