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Retirement tax questions
You still need to report the 1099-R information as part of your tax return. There is a code in Box 7 on the 1099-R for moving the money from one account to another account, the code is G. This code will report the information correctly on your return.
Link to Do I Need to Report the Transfer or Rollover of an IRA or Retirement
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ā€ˇFebruary 15, 2020
12:19 PM
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