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I have 2, 1099 R forms for Mega Backdoor Roth
I received 2, 1099 R Forms for my mega backdoor Roth. 1 form is correct for 2024. The 2nd form is 1 Mega Conversion which should have been done December 31 2023, but looks like they did it January 2nd 2024. Both Distribution codes are G, but oddly enough they are from 2 different companies. When I input these forms, can I just combine them? Or do I have to do it separately?
‎February 3, 2025
1:08 PM