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Why 1099-R shows amount on box 2a as taxable income? as I have roll over all money to another custodian. (Spouse death - work distribution to my name) ?
Spouse passed away in 2021 - I was beneficiary for her profit sharing, (stock) requested to transfer to me all and I roll over to another custodian. her work HR issued 1099-B and 1099-R, since I have roll over all money why 1099-R shows some taxable amount?
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‎February 22, 2022
3:04 PM