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Get your taxes done using TurboTax
Because the money was not paid to you, it should be shown on the Form 1099-R with code G indicating a directly rollover. Answer No to both questions that ask if the rollover was to some kind of Roth account and TurboTax will automatically treat the distribution as having been rolled over to the traditional IRA, no other questions asked.
‎January 8, 2024
6:19 AM