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Retirement tax questions
If you did roll back the same stock then the 1099-R you receive for the distribution will show the value at the time of distribution which is the value that is rolled back. You simply say that the entire amount was rolled back.
**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.**
‎August 31, 2020
4:22 PM