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Reporting A 401k Rollover

Mar 10, 2015 … They forget to report rollovers to the IRS, especially tax-free rollovers. … such as a profit sharing plan, 401(k), 403(b) or government 457 plan. – Rollovers of Retirement Plan and IRA Distributions – IRS.govFeb 19, 2016 … When you roll over a retirement plan distribution, you generally don't pay … age […]

Turbo Tax 401k Rollover

– I received a 401k rollover form 1099-r – TurboTax SupportJan 30, 2014 … b.bhoffman9- Hello – The 1099-R needs to be entered in TurboTax under Pension Distributions. Even a Roll-Over (as indicated by the code G. Feb 1, 2014 … I rolled my 401k to an IRA Rollover, yet Turbo Tax only gives me […]

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