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Retirement tax questions
Thanks @dmertz , you are right, because of the small amount of the check and receiving it out of the blue, I didn't think about it being a retirement distribution subject to tax rules and penalties and that I could and should do an indirect rollover. I honestly didn't put any thought into that check until TurboTax started complaining about the 1099-R that went with it.
March 26, 2020
8:16 PM