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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?
March 14, 2021
11:20 PM