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Retirement tax questions
Yes. You should still enter the 1099-Rs for the direct rollover. If you received four 1099Rs, enter each one of them. The IRS will be matching the forms they receive from the lender with what you report on your return and may not notice the code G. It's best to include the information to avoid any delays in processing your return.
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‎June 3, 2019
4:58 PM