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Retirement tax questions
You might get two 1099-Rs. One will be coded as a Roth rollover, and the other may have a code 2 in box 7. If you have this, this would be the taxable amount. When you roll-over this amount, it is converted, and you elect to include it as taxable income in this year's return whereas it was not counted as taxable income before.
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‎June 1, 2019
4:12 AM