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Retirement tax questions
You are good just reporting the 1099-R for the RMD. The transfer was obviously a direct rollover, so if they had issued you a 1099-R for the Rollover Distribution, it would be coded with a G for Direct rollover of a distribution to a qualified plan. When reported on a 1099-R, they need to be reported on your tax return, but it's a non-taxable event.
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‎February 22, 2023
1:35 PM
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