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Get your taxes done using TurboTax
That does not sound like a Roth IRA to Roth IRA rollover at all.
More likely a 401(k) plan to Roth IRA conviction that is fully taxable. You should contact the issuer of the 1099-R to find out just what the 1099-R is reporting. Your believe seems to be in conflict with the 1099-R.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
ā€ˇFebruary 10, 2021
8:09 PM