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Get your taxes done using TurboTax
Answer to question 1; that is correctly stated and it was only partial conversion
Answer to Question 2;
I received form 5498 from Fidelity for the rollover from 457b to new IRA. Fidelity was employer’s benefits administrator. So it was internally recategorized by Fidelity direct transfer of all positions held
January 30, 2021
10:33 AM