CAC
Level 8
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Retirement tax questions

Thank you. I appreciate your help. I'm using the online version not the desktop version. Can you test that? The 1099-R reflects the amount of the total distribution and code 7 is correct because I took the money and deposited to the new institution on the same day.  The rollover amount is the total minus the RMD. It all nets correctly but the online version does not ask what I did with the money.