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J
jeanina3
January 22, 2025
Question

I started a traditional IRA to rollover a state retirement fund when I moved states. Do I have to claim this if I made no other contributions?

  • January 22, 2025
  • 1 reply
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I also ensured all of the taxes were done before the rollover from the state retirement plan.

    1 reply

    M
    MinhT1
    January 22, 2025

    The rollover from your retirement plan to your Traditional IRA account is not taxable.

     

    However, you will receive a tax form 1099-R from your retirement. You have to enter this form 1099-R in TurboTax. This form should not result in any additional tax.

     

    You can enter your form 1099-R by following the instructions in this TurboTax Help article.

     

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