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Inherited IRA rolled over from 401K
Should I enter the year end balance of the IRA if it was rolled over from a 401K?
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Id just enter the 1099R as it is, thats all you should need to do.
I've reviewed the tax packet the client provided and according to the time line of tax documents generated, looks like the only 1099R generated was for the RMD. Does that sound right?
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