When you go through the questions for the 1099-R there is a way to handle this. Once your on the screen where you entered the information for the 1099-R:
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- NO you did not inherit this IRA
- When asked What did you do with the money?
- Select you moved the money to another retirement account.
- There will be a drop down
- Select I did a combination of rolling over, converting, or cashing out money
- Enter you rolled over amount and continue through the questions.
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