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Retirement tax questions
@dmertz Interesting. I think you are right. That taxable amount was the earnings beyond my contributions to the Roth 401K.
And to make it more complicated, I failed to mention I did have an actual second 1099-R for a 4K distro from the traditional 401k, where it was just #1 in Box 7 and taxable was 4K and it asked me for the coronavirus exception.
SO this second one that is just the Roth 401K distro with the taxable amount in 2b, should I still split it out using the online version into a third 1099-R to make one for Box 7=1 (taxable amount) and one for Box 7=1B for the distro i wasnt taxed on??
‎February 27, 2021
2:25 PM