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Retirement tax questions
Each Form 1099-R must be entered separately and the questions answered with respect to the particular form being entered. The code 7 Form 1099-R was RMD and not rolled over, so answer the RMD questions accordingly. The code G Form 1099-R will be treated as a rollover to a traditional IRA when you indicate that it was not rolled over to a Roth account.
‎February 19, 2026
2:28 PM