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Retirement tax questions
For your personal security, I have removed your attached tax return with personal identifying information. This is a public forum. Did the code in Box 7 (distribution code) of the 1099-R have a 'G'? If so, this is considered a rollover from one retirement plan to another and is not taxable. Go back and make sure you entered the 1099-R correctly if you don't think this was a rollover.
‎June 5, 2019
2:37 PM