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Retirement tax questions
The fact that you received these two Forms 1099-R suggests that you first rolled the 401(k) over to a traditional IRA and then you subsequently converted the traditional IRA to Roth, rather than directly rolling the 401(k) over to a Roth IRA.
Does the code G Form 1099-R show a nonzero amount in box 2a?
Does the code G Form 1099-R have any amount in box 5?
Does either Form 1099-R show any tax withholding in box 4?
‎February 25, 2020
4:23 AM