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Retirement tax questions
Was this a direct trustee-to-trustee transfer from the original Roth?
Did you receive a 1099-R at the time of the transfer? If so what was in box 7 and 2a and was the IRA/SEP/SIMPLE box checked?
**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.**
‎February 26, 2021
2:50 PM