- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
This Form 1099-R is reporting a rollover from a designated Roth account in a 401(k), 403(b), governmental 457(b) or federal TSP plan, not from the traditional account in the plan. If the distribution was truly from a traditional (non-Roth) account, the Form 1099-R is wrong.
March 1, 2021
10:51 AM
1,244 Views