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Get your taxes done using TurboTax
It shows a code 7. If I add them together it will double count the RMD. If I claim it was a rollover, I will have to pay a penalty for excess contributions because I didn't take my RMD first. It was a transfer and therefore I don't believe I should have received a 1099. Is that correct?
‎February 19, 2023
7:31 AM