qbteachmt
Level 15
02-28-2023
12:08 PM
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A 1099-R isn't always coded correctly for what the taxpayer did with the money. The "sending" agency might not know this qualified as an exchange to the "receiving" entity. We see this all the time with conversions and rollovers.
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers