shad
Level 1

Retirement tax questions

I posted this question prematurely. I found the answer. For any others in a similar situation, here's the scoop: If the 1099-R shows the taxable amount (box 2a) as 0.00 and the distribution code (box 7) is G, then that's all the IRS needs to know that it was an institution-to-institution rollover, the money was never in your hands, and is therefore not taxable. Yet. 😉

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