NPChristy
Level 3
03-21-2022
08:52 PM
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In box 2, they reported the entire distribution amount from box 1 as taxable, but I usually don't see a G code if going into a Roth, I usually see a 2 for under 59 1/2. I called the 2020 401k broker, but they said that's how they report it. Even though the replacement check wasn't distributed until 2021, they won't amend.