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Retirement tax questions
To confirm the amount listed on Form 1099-R with code G was converted to the Roth IRA?
If yes, then you will answer the following questions after you entered the 1099-R like this :
- On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
- On the "Did you move the money to a Roth IRA?" screen answer "Yes"
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March 11, 2024
5:24 AM