dmertz
Level 15

Retirement tax questions

From the initial information provided, it's not at all clear what transaction was performed.

 

  1. Did this transaction occur in 2020?
  2. Were the mutual fund shares held in a non-retirement account (not in an IRA)?
  3. Did you sell shares in the mutual fund and then had  the cash proceeds deposited into the Roth IRA or were the mutual fund shares instead moved to the Roth IRA in-kind?