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Retirement tax questions
What did they send? Was there code in box 7? If it was a Fidelity 401(k) account talk to Fidelity about getting a "real" 1099-R. It does not need to have a code G in box 7 to be a non-taxable rollover, but it does need to be a 1099-R.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 3, 2019
11:30 AM