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State tax filing
Unfortunately, at least for a partial distribution the instructions for Form 1099-R do not seem to require that box 5 show the amount of after-tax funds being rolled over when the rollover is to a traditional IRA (code G), only when being rolled over to a Roth account. It would be helpful if box 5 always showed the amount of the distribution that would be nontaxable if not rolled over.
‎November 17, 2022
3:06 PM
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