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michael-talley
New Member

I received a former employee retirement plan payout. I rolled it over directly to my traditional IRA. Am I required to report this roll over?

 
1 Reply
Critter
Level 15

I received a former employee retirement plan payout. I rolled it over directly to my traditional IRA. Am I required to report this roll over?

Yes, you will enter the 1099-R from the distribution and then continue screen by screen until you get to say it was rolled over ... it's very important to go screen by screen or you will miss the screen you need. 

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