qbteachmt
Level 15
09-08-2024
11:58 AM
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"will contradict with the form 1099R"
That's got nothing to do with anything.
The 1099-R is issued by the brokerage for money Out.
They don't know if your client rolled it, converted it, and they don't know your client's tax reporting details. They only know one thing: A distribution occurred.
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers