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1099 with 5498
Hello:
I'm confused.
We took all of our 401K and purchased a Roth IRA and multiple CD's. We received two 1099-Rs. My confusion is with the 1099 that has our total amount rolled over in box 1. In box 7 is the letter G which is in second part of box 7. What code do I put in the first part of the of box 7?
Thank you for your help.
Blessings,
Susan
‎April 14, 2023
10:39 AM