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Retirement tax questions
In that case, should Form 4852 be filed instead of or in addition to the original 1099R with code G in box 7? I suspect the former, since you said "substitute."
In either case, do we put in code 2 in box 7 and enter the custodian firm's TIN and address in boxes 6 and 5 respectively?
‎April 5, 2024
6:06 AM