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Retirement tax questions
Yes, the only place the gains are reported is in the explanation statement. You did not withdraw the earnings, they were simply transferred from one type of IRA to the other so are in the other IRA as if earned there. Not taxable until finally distributed to you sometime in the future.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎July 15, 2020
12:27 PM