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Form 1099-R - how to claim a transfer from a Roth IRA to another Roth IRA of another bank ?
I had a manual transfer an amount from a Roth IRA to another Roth IRA of another bank.
On the 1099-R , the distribution code is marked "G". Is this code correct ?
I don't have see the question "What did you do with the money ... "
How can I claim this so that I don't pay tax on this amount ?
Thank you.
May 9, 2021
5:27 PM