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After you file
What exactly happened? Did they roll the 401K to an IRA and then you took it out of the IRA? The IRA 1099R will be on box 4 and taxable and a 10% Early Withdrawal Penalty. The 401K with code G will only be on line 5a and no taxable amount in 5b and should say "rollover" by it.
‎September 16, 2023
10:19 AM