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Financial Planning / Tax Strategies


Subject:  Re: (401)K Distribution Date:  4/13/2001  12:48 PM
Author:  idocx Number:  50200 of 124773


What bother me is that on the 1099-R form, $9923.08(stock portion) is listed in box 2, the distribution code in box 7 is "1". Reporting this as rollover will mis-match the info IRS has. Do you see a potential problem down the road?

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