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1099R
My husband received two 1099Rs. Box 7 codes are '1' and '1B'. He did not withdraw any funds. He called the company (who sent them) and was told that these are Roth funds that will be rolled over when he does so. His current place of work has not started their retirement savings plans yet but will be soon. It isn't clear to me why he received these distribution documents. He did not receive these monies. Please help!
March 30, 2023
6:34 PM