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Posted

This is from the instructions for the Form 1099R (I'm not sure about the specifics of your case):

For a direct rollover of an eligible rollover distribution to a Roth IRA (other than from a designated Roth account), report the total amount rolled over in box 1, the taxable amount in box 2a, and any basis recovery amount in
box 5. (See the instructions for Box 5, later.) Use Code G in box 7. If the direct rollover is made on behalf of a
nonspouse designated beneficiary, also enter Code 4 in box 7.

Good Luck!

CPC, QPA, QKA, TGPC, ERPA

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