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Retirement tax questions
I did not say anything about a RMD . I did take a RMD, but that's on another 1099R and was at a different time.
I took a distribution in it's entirety from one firm and then rolled it over to another firm into an IRA a few days later. Problem is that the firm shows it as a distribution and I don't see how to reconcile it as a rollover so it's not taxed. Code 7 is shown on line 7 and I picked a rollover (G) from the drop box .
‎April 28, 2020
4:33 PM