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Retirement tax questions
do you mean it was a 'direct rollover'?
did you submit your tax return electronically or via paper?
for EACH 1099 you received, can you please provide
a) is there a taxable amount in box 2a?
b) what are the distribution codes in Box 7?
c) is there an X in the IRA / SEP in box 7?
for starters, the sum of the taxable amounts in Box 2a should match 15b
‎November 7, 2019
4:56 PM