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Retirement tax questions
No, do not change the code in box 7 to G. After you entered the information from the John Hancock 1099-R click continue until the question "What Did You Do With The Money From This Payer?" and answer "I moved it into another retirement account" and then choose "I rolled over all of this money to another traditional IRA or other retirement account". This will make the John Hancock distribution a nontaxable rollover.
‎June 1, 2019
1:33 AM