R2-J8
Level 2
03-17-2020
11:56 AM
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I have a client that sold the stock they held in their retirement plan, they were issued a 1099b. Then they retired and rolled the entire plan over to their Financial Advisor. They received the 1099b showing the entire sales price, then received a 1099r for the same amount. How do I enter the 1099b information so it is not taxable?
Best Answer Click here
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