NCperson
Level 15
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Retirement tax questions

assuming you did the conversion and the distribution from the Roth in the same year, you should have two 1099-Rs, one to reflect each situation.

 

The conversion should be taxable.  What is the code in Box 7?

The distribution should not be taxable, but depending on how long ago the Roth has been established and your age, it could be subject to a 10% penalty.  what is the code in Box 7?  
@user17520349272 

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