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April 3, 2023
Question

Why is Turbo Tax making my Direct Rollover from one 401K to another 401K taxable?

  • April 3, 2023
  • 1 reply
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1 reply

April 3, 2023

By chance is this a "rollover" from a traditional 401(k) to a Roth 401(k)? In this case, this would be taxable.

 

What is the distribution code in box 7 on the 1099-R?

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