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Retirement tax questions
"Who do I need to call?"
The issuer of the 1099-R is who. As pointed out already, the 1099-R says that it is NOT a Roth. If that is wrong then the issuer that says is it not a Roth is who you call.
**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.**
‎August 8, 2019
5:56 PM