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Retirement tax questions
In addition to having code G in box 7 for a direct rollover from the traditional account in the 401(k), the taxable amount should be present in box 2a. If box 2a contains a zero and box 5 is zero or blank, the Form 1099-R is reporting a direct rollover to a traditional IRA rather than to a Roth IRA.
‎April 3, 2021
5:52 AM
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