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Retirement tax questions
Yes. You must report the 1090-R for the distribution. A code G in box 7 is automatically a rollover. Say no to the two Roth questions and then it is automatically a rollover to a Traditional IRA.
That it spanned years is immaterial.
**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.**
ā€ˇFebruary 13, 2021
4:54 PM