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Pennsylvania Distribution Type for a Roth Conversion 1099-R
How to answer PA Distribution type for a Roth Conversion 1099-R: Box 7 is 7, the “IRA/SEP/SIMPLE” box is checked, and all the other boxes are blank. All of the money from my traditional IRA transferred directly into my Roth. I am over 59.5 years old. Do I choose: I12 Rollover or J1 Traditional or Roth IRA; I’m over 59.5 or something else? Thank you.
March 21, 2021
11:27 AM