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Do I Include This 1099-R?
I have a 1099-R from Morgan Stanley. It’s for the rollover of 100% of the assets in a Individual 401k into a Traditional IRA. Box 2a Taxable Amount is $0.00. Box 7 Distribution Code is G. Do I have to include this 1099-R in the Retirement section of TT? Please advise. Many thanks!
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4 weeks ago