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Retirement tax questions
@emikosan Code G is a direct transfer and not taxable. Check your actual 1040 line 5. 5b should be zero for the taxable amount and say Rollover by it.
If you are looking at a summary screen or review screen those show the full amount as income and lump a lot of stuff together. You need to check the actual 1040 form and make sure it's right.
‎February 24, 2023
5:20 PM