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Retirement tax questions
As you enter the 1099R for the IRA distributions, the program will ask questions to determine how the money should be taxed and if it should be taxed.
- When you get to What did you Do with the Money From XXX?
- Select the Answer I moved the money to another retirement account.
- Then the screen appears with more answers:
- Choose the top answer I rolled over all of this money to another account or returned it to the same account
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‎February 20, 2020
7:54 PM