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Retirement tax questions
Rolling over all of the proceeds disqualifies this from treated as NUA, so the amount in box 6 is irrelevant. (I'm assuming that the deposit into the IRA was not made as a new contribution for 2022. If it was, that would imply that the gross distribution of ESOP shares was rather small, which seems doubtful.)
‎February 4, 2023
7:49 PM
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