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Retirement tax questions
I have a similar situation (it's a part of my 403b that I rolled over into a Roth IRA).
But I have already entered the 1099R (with a G in box 7). I don't remember for sure if it asked me those questions and what I answered. But if it asked, I must have answered as you suggested. But I do not see a form 8606 in my list of forms. Should it have generated a 8606?
‎April 14, 2025
5:27 PM