- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
It is more complicated. The original transfer from 401K to traditional IRAis correct as Dist. code G but it is being included in the total distribution column on the Turbo Tax 1099-R sheet together with the Conversion amount on the other 1099-R. Therefore these transactions are both listed as distributions
May 31, 2019
11:56 PM