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Retirement tax questions
@fstewa01 , I agree that with a direct roll-over as denoted by code G, there should be no tax consequence. But exacts facts and circumstances matter. What did you transfer and how did you do it -- what did you enter to make TurboTax think/assume that this was not a direct roll-over i.e. trustee to trustee? Please tell more --yes?
‎April 16, 2022
2:51 PM