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Retirement tax questions
All you have to do is enter the Form 1099-R that you received. Just enter the information as it appears on the 1099-R, and continue through all the questions after you enter it. The distribution code G on the 1099-R means that the plan custodian knows it's a non-taxable direct rollover. The IRS won't question it because they see the code G. You don't have to identify the IRA that it went into. The code G shows that it was a valid direct rollover.
March 21, 2022
5:46 PM