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Retirement tax questions
fe0660, yes, that's correct. If the original Form 1099-R shows no tax withholding, which should be the case if the funds were moved by direct rollover, the details of the Forms 1099-R are not included with your e-filing and the IRS will be unaware that you made the entry by splitting the original Form 1099-R.
March 21, 2020
11:47 AM
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