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Retirement tax questions
OK, from the IRS instructions for 1099R: "For a direct rollover of a distribution from a section 401(k) plan, a section 403(b) plan, or a governmental section 457(b) plan to a designated Roth account in the same plan, enter the amount rolled over in box 1, the taxable amount in box 2a, and any basis recovery amount in box 5. Use Code G in box 7." There is no way eTrade will turn mine around in 2 weeks so I guess I'll be doing a substitute one also.
‎October 1, 2019
9:21 PM