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Retirement tax questions
Are you sure that the rollover was from a 401(k) and not from a traditional IRA such as a SEP or SIMPLE IRA employer plan? Is the IRA/SEP/SIMPLE box marked? A rollover from a traditional IRA to a Roth IRA trustee-to-trustee would properly have code 2 in box 7 and the IRA/SEP/SIMPLE box marked.
May 31, 2019
5:42 PM