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To report an IRA rollover, ensure you retain any relevant paperwork and statements that show your transactions. When tax time comes, you will report the rollover on your tax return, ensuring that it’s clearly marked as a rollover. Familiarizing yourself with the Six Best And Worst IRA Rollover Decisions - Advisorbooklets will guide you through this reporting process. Resources on our platform can provide further clarity on documenting these transactions.
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