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1099-R that is a rollover (G) code from a 401 plan rolled to a Roth IRA, has an amount on box 2a as taxable amount . Is this amount taxable even if it had a code G?

tnbagm
Level 1
 
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itonewbie
Level 15

Yes, if this was not a Roth 401(k).

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itonewbie
Level 15

Yes, if this was not a Roth 401(k).

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Still an AllStar
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