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The distribution type code on your Form 1099-R is "G" which indicates a direct rollover from a qualified plan, section 403(b) plan, or a governmental section 457(b) plan to an eligible retirement plan (another qualified plan, a section 403(b) plan, a governmental section 457(b) plan, or an IRA). When code G is present, you aren't asked "...if you moved the money through a rollover or conversion." That question is not necessary as Code G indicates a direct rollover.
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‎February 6, 2023
1:02 PM
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