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Get your taxes done using TurboTax
This is confusing. Why did she get 2 1099R? What is the codes in box 7? Are the taxable amounts right on lines 4b and 5b?
Is one 1099R from the IRA for the cash out? Did she first roll over the total distribution from the Pension to the IRA and then take the cash from the IRA? Then it will look like more was distributed. But that's ok as long as the taxable amounts are right. @dmertz did I figure it out right?
March 16, 2021
3:59 PM