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February 3, 2025
Question

I rolledover ira money from an existing IRA to a new IRA. The tax software doesn't recognize this transaction. It states that it is a taxable transaction

  • February 3, 2025
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    February 3, 2025

    After you enter your Form 1099-R, you need to first indicate that your distribution is from a traditional IRA (if accurate):

     

    And then that you moved it to another IRA account and you rolled over all of this money:

     

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