Hello All,
During the course of 20222 and early part of 2023, I was depositing into my Vanguard traditional IRA account for year 2023 because I didn't know if my wife and I combined adjusted income would have exceeded the threshold to deposit into my Vanguard Roth IRA account. I determined that I could deposit into my Roth IRA for year 2023 when I was filing my tax return. I therefore did a withdrawal and redirected that amount into my Roth IRA before the filing due date of April 15, 2024.
Vanguard provided a year 2024 Form 1099-R for the Traditional IRA account which shows the distribution. However, Vanguard didn't produce a year 2024 Form 1099-R for the Roth IRA. How is this being handled and how could I tell that I'm not going to be tax on the distribution within the form 1040? I shouldn't right?
Hope I have explained my situation.
Aloha in advanced!
