""Roth Rollovers"" — Epstein Files Search

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1 result for “"Roth Rollovers"”

EFTA01220966Set 9

this is a year 2015 Form 1099-R. (See Help) . . . Rollovers, Roth Conversions, Roth Rollovers, and Recharacterizations Rollover: Enter traditional IRA or pension distribution that was rolled over ... Roth IRA B7 If box 7 code is G. check if an in-plan Roth rollover (IRR) to a designated Roth plan B8 Previously taxed contributions. if different than ... rollover from a qualified retirement plan to Roth IRA or an in-plan

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plan Recharacterization: Caution : See Help before completing lines

https://www.justice.gov/epstein/files/DataSet%209/EFTA01220966.pdf

Corpus: 1990-03-17 – 2025-12-01

December 2025

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Set 9

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