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State tax filing
On IRS form 1099-R, there is not a box 7b. There is a box 7.
IRS Instructions for Form 1099-R, page 17, refers to box 7 code B here:
Designated Roth Account Distribution
Use Code B for a distribution from a designated Roth account. But use Code E for a section 415 distribution under EPCRS (see Code E) or Code H for a direct rollover to a Roth IRA.
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March 19, 2024
2:11 PM