dmertz
Level 15

Retirement tax questions

This suggests that you did not do a direct rollover from the pension plan to the Roth IRA but instead did a direct rollover to a traditional IRA and then did a Roth conversion from the traditional IRA to the Roth IRA.

 

What is the code in box 7 of the Form 1099-R from the pension plan?

Is the IRA/SEP/SIMPLE box marked?

Is the amount in box 2a of this form zero?

Any amount in box 5?

 

What is the code in box 7 of the Form 1099-R from Fidelity?

Is the IRA/SEP/SIMPLE box marked?