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I put $500 in a trad 401K in 2019, but then rolled over my trad 401K into a Roth IRA later in the same year. Should that $500 be included in the taxable amount for2019?
If not, what do I need to tell the financial institution who issued the 1099-R to do to correct it?
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‎February 14, 2020
9:16 AM