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T means there is no confirmation that the 5 year rule was met. As long as it's only basis, the 5 year rule isn't applicable anyway. That's a rule for distributi...
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The 1099-R issuer is responsible to report money Out. They have no idea what else is happening. If the withdrawal was for a qualified medical expense but incorr...
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Have you looked up the AL rules? Some states tax the income based on all income no matter where earned, and then give credit for taxes paid elsewhere, and this ...
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"Essentially" a backdoor, or they also made the conversion in 2025 and thisis factually a backdoor? It requires this person had $0 in any Trad IRA, SIMPLE IRA, ...
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The issuer of the 1099-R issues it for money Out. They don't necessarily know nor are responsible for what happened next. There is no error in the 1099-R. The p...
