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Retirement tax questions
In sharing your experience, you have succinctly and exactly described my situation as well. I have talked with my plan administrator 4 times, and he said everything in the 1099-R that they sent out is correct. The G in box 7 was used because the plan did a trustee-to-trustee rollover. The distribution did come to or through me. I don't know how to contact TT in order to have them look at their program. So glad that you shared your experience.
‎February 11, 2025
7:45 AM