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ESOP rollover into Roth IRA
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nn_bb
Level 1
02-10-2021
11:33 AM
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Hi, have a client who over an ESOP distribution into a Roth IRA, expecting to pay taxes on it. Should they get a 1099-R for this or is there some other form? Or just report it as additional income tax?
Thanks very much for any advice.
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