Retirement tax questions

If a box 7 code G and box 2a is zero then answer no.   That is asking if the amount was converted to a after-tax Roth account.    Assuming that it was not, then answer no to the two Roth questions and the default is a Traditional account.

**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.**

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