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Retirement tax questions
All 1099-R's are reported in the same section. A Code G in Box 7 indicates a non-taxable rollover, so pay close attention to any follow-up questions after entering a 1099-R.
The distribution amounts shows on Form 1040, Line 5a, and any taxable portion shows on Line 5b.
Here's more detailed info on Form 1099-R.
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‎February 25, 2025
5:23 PM
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