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Retirement tax questions
@bAher wrote:
For the manually added Roth 1099-R, should box 7 distribution code be changed to H?
Use the code that is on the 1099-R that you received. If that WAS a code H then it cannot be split. Only a code G can be split.
**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 20, 2022
2:29 PM