- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
After you file
Sorry.... Confused about what you are saying now.
1) What are the exact values in boxes 1, 2a and 5 in both forms, as well as the box 7 code(s) for each?
ANNND beyond that
2) What did you do with the distribution?
....2a) Keep it, either in your bank or a personal non-Retirment account?
.........2b) Or roll over to some kind of IRA or other Retirment account? (A Roth IRA perhaps?)
____
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎February 21, 2024
9:44 AM