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New Member
posted Feb 23, 2024 9:10:49 AM

If I had a direct roll over do I have to list it on taxes?

Do I have to put in a direct rollover on my taxes

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1 Replies
Level 15
Feb 23, 2024 9:12:22 AM

You should have a 1099R.

 

To enter your retirement income, Go to  Federal> Wages and Income>Retirement Plans and Social Security>IRA  401 k) Pension Plan Withdrawals to enter your 1099R.