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Retirement tax questions
Thanks!
The distribution was from the same account. The organization (Fidelity) told me that normally, a Form 5498 would be generated to reflect the rollover, but because it was rolled back into the same account, none would be generated. I'll ask about the second 1099-R with a G code, but it looks like that's for a direct rollover. They're calling this "an indirect rollover back into my workplace retirement account," because I put back most of the distribution having it a couple of days.
‎February 13, 2023
9:35 PM