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Retirement tax questions
Leave any black box blank. Entering a 0 (zero) will cause errors. Try deleting the 1099-R and re-enter.
Box 7 code G is a direct trustee-to-trustee rollover. If box 2a is zero then it is a taxable rollover to a Traditional IRA.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
March 20, 2020
9:02 AM