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Retirement tax questions
I did not read anything into the question that said it was trustee-to-trustee - if it was then the OP should question the trustee that did the transfer. Unless, as you suggest, that it was actually a Roth conversion.
Not enough information to tell.
Not enough information to tell.
**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 4, 2019
12:37 PM