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Retirement tax questions
I have the same question and I didn't think I should open another chat. I rolled a 401(k) from one company to a different company, so the original company cut a check and sent it to the new company and it was put into an IRA. After entering in the info from the 1099-R, I'm asked if the money was rolled over to a Roth-IRA (it wasn't) or a Roth 401(k) or 403(b) (it wasn't). On the "Here's a picture of your 2022 income" page, it shows up there, even though I never physically received any funds. That's where I'm thrown off since my distribution code is 'G'. Why would it show as part of my 2022 income? I think I'm reading into the page more than I should, but just wanted clarification.
‎February 24, 2023
5:06 PM