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Retirement tax questions
Review the code on your 1099-R, box 7. If the distribution is either G or H, it may be a rollover.
I have attached the instructions which include the distribution codes on pages 16-17.
Hopefully, this helps to clarify any confusion.
If you still have questions, I recommend you call the company that issued the 1099-R to determine why they left box 2 empty.
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‎February 7, 2020
7:29 PM