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- Re: how to report roll over within 60 days
how to report roll over within 60 days
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JohnET
Level 1
3 Comments 3
sjrcpa
Level 15
a week ago
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Entering ROTH rollovers in Pro Series - Intuit Accountants Community
The more I know the more I don’t know.
Accountant-Man
Level 13
yesterday
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If it was rolled over within 60 days, report as told by others; but don't forget: the IRS will need proof pf the 60 days when they review the return 16 to 18 months later.
So 2024 returns filed on time, by April 15, 2025, will get a Notice in August through October 2026. Have the paperwork handy to send them to prove the 60 days was completed on time.
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