@jimb108 wrote:
Thanks again. It was a conversion from an old 403b at TIAA to an IRA at Fidelity then immediately to a Roth IRA at Fidelity. Just to make sure we're in sync, Option 2 says "Early distribution (except Roth IRA) exceptions apply".
Is that the one you referenced ?
Much appreciated!
You will get a 1099-R from TIAA definitely, and I a separate one from Fidelity. Assuming this was a direct rollover, with the money directly from one plan to the other, your TIAA 1099-R will have code G (for a 403b to IRA rollover) and the 1099 from Fidelity will have code 2 (Roth conversion).
