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Retirement tax questions
What did you end up doing with your situation? I am in the exact same boat as you were and am convinced that code H is the appropriate code for this rollover. Transamerica was very argumentative about it when I called to request a corrected 1099R but they finally said they will turn it over to their investigations department, although I'm not holding my breath that they will come to the correct conclusion. If they dont I'm not quite sure how to proceed.
March 6, 2025
12:32 PM