- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Just pretend you got 2 forms instead of one ... everything will be the same except the amounts.
On the RMD the box 1 & 2a will be the same amount and the fed tax withheld goes in box 4.
On the conversion box 1 & 2a will also be the same. Use the same codes in box 7 that are on the form which should be either a 7 or a 2.
‎January 19, 2021
4:27 PM