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Retirement tax questions
You said you rolled a "pre tax IRA" to a ROTH so was this a traditional IRA with basis that you converted to a ROTH ? Or a Roth 401K rolled to a ROTH ?
Code G is normally used when you roll the same type of plan to the same type of plan and is not a conversion. The program will handle a code G perfectly if it was a roll over but not if it was a conversion ... that would not be the correct code for that.
Please explain further.
‎February 16, 2022
4:52 AM