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My client has a 1099-R - she rolled over a 401K from her old company to a traditional IRA. I filled out all of the information from the 1099-R into the 1099-R worksheet.
The entire 401K balance was distributed and rolled over to a traditional IRA.
B5 says "Full amount of Line B4 rolled or converted to a Roth IRA" - I am not checking that box because it was rolled over to a traditional IRA instead of a Roth.
B7 says "if box 7 code is G, check if in-plan Roth rollover to a designated Roth"; so box 7 code is indeed G, but she rolled it all over to a traditional IRA, so I am also not checking this box.
I am also ignoring B8 due to the fact that this is not rolled over to a Roth. So at this point, I think I have nothing more to fill out on the 1099-R worksheet, is that right?
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