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Retirement tax questions
Thank you for your quick response, VolvoGirl!!
You answered my questions/concerns. I was worried maybe I shouldn't enter this info since I did a direct rollover and this 1099-R reads like I got the full amount payed out by my old job ..but looks like the "Code G" clarifies that it's actually a rollover, and I won't get taxed and penalized.
‎July 11, 2020
4:10 PM