PattiF
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Retirement tax questions

You need to have two 1099-Rs to report the disability withdrawal from your retirement account. If the rollover was made to the same account that it was withdrawn from, that organization can issue a 1099-R with code 3 in Box 7 to indicate the amount that was withdrawn from your account, and another 1099-R with code G to show the amount that was rolled over into your account.

 

 

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