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posted Mar 24, 2021 11:14:37 AM

Do I check the box "This money was from being a public safety officer" is we moved funds from John Hancock to Edward Jones do to new job?

This is in the 1099R section. We moved funds from John Hancock to Edward Jones

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1 Replies
Expert Alumni
Mar 24, 2021 11:29:21 AM

This would be a rollover and you do not check this box.