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Retirement tax questions
@TroyPetry2020 wrote:
sorry, I only answered 1 question, and you asked a couple others.
It was distribution from 401k and reinvested in IRA because 401k provider didn't accept repayments (former employer).
Reinvested in an IRA?
That sounds like you had a withdrawal from the 401(k) and rolled the withdrawal over to an IRA. Then you made a withdrawal from the IRA? Is this what happened?
Did you receive two Form 1099-R's? Was the IRA/SEP/SIMPLE box checked on the 1099-R that you received?
March 1, 2021
8:36 AM