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Retirement tax questions
Form 1099-R instructions state: "For a direct rollover of a distribution from a designated Roth account to a Roth IRA, enter the amount rolled over in box 1 and 0 (zero) in box 2a. Use Code H in box 7."
Please see dmertz's answer.
[Edited 4/4/2025 | 4:50am PST]
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‎April 3, 2025
5:36 AM