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Retirement tax questions
In what year did the distribution from the 401(k) occur (2019 or 2020) that was rolled over the the Roth IRA in January 2020?
What was the code in box 7 of the Form 1099-R that reported that distribution from the 401(k)?
Did that 1099-R report both the amount rolled over to the Roth IRA and other amounts, perhaps rolled over to a traditional IRA?
If the distribution from the 401(k) occurred in 2019, did you use TurboTax to prepare your 2019 tax return and then transfer that tax file into 2020 TurboTax to begin your 2020 tax return?
‎April 6, 2021
3:55 PM