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Retirement tax questions
Right. And the 1099Rs had Code G in box 7? Could you have entered a 7 in box 7 for a normal distribution? If it was included in box 5b then you paid tax on it. Oh you say it had Rollover by 5b? I'll page @dmertz for more help. When did you file 2022? If it was early it may have needed an update. Or maybe you answered something wrong so it thinks you rolled it over to a ROTH IRA?
‎December 2, 2025
11:44 PM