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March 31, 2025
Question

I withdrew funds from my 401k on 12/31/24, but later made a rollover of those funds, within the 60 day period. How do I handle that for 2024 taxes without a correct 1099?

  • March 31, 2025
  • 1 reply
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    1 reply

    AmyC
    Employee
    March 31, 2025

    When you enter the form, there are questions after the entry. You will mark that you rolled it over rather than cashing it.

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