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Retirement tax questions
Yes, if this 1099-R was for a conversion from a traditional IRA to Roth IRA then code G is incorrect.
But it seems you made a 401k to part Roth and part traditional IRA transfer and then a traditional IRA to 401k transfer?
Can you please clarify for what transaction the 1099-R was issued?
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March 5, 2022
9:56 AM