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Retirement tax questions
I think the code 2 Form 1099-R is the one reporting the conversion from the traditional IRA to the Roth IRA. I'm asking about the other Form 1099-R, the one that reports the distribution from the 401(k) and does not have the IRA/SEP/SIMPLE box marked. What is the code in box 7 of that Form 1099-R? Does that Form 1099-R have a nonzero amount in box 5?
March 2, 2022
8:05 PM