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Mng
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  • Also, it was a direct rollover to another retirement plan, the questions asked are not provided on the 1099-R - which only provides Payer's name.
    Mng
    1
    Updated Feb 03, 2020
  • IF it is a direct rollover, then it's not taxable...therefore why does Turbo Tax need to ask the zip code of the new retirement plan?
    Mng
    Updated Feb 03, 2020
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