Level 15
03-16-2021
07:33 PM
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Wrong coding by the bank, a G is for a non taxable trustee to trustee rollover...unless it was a Roth 401k that was moved to a Roth IRA...maybe you better ask for the statements for each account to see what really happened, dont rely on your client to know the difference.
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪