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Retirement tax questions
Thank you for the advice! Our distributions were under $100k, so no issues on that.
My wife received 3 because she had one from another company she worked at part-time for a few months and had a 401k match (so no COVID claim there since she no longer works there). She had 2 with the code 1 on them.
I had 3 because on top of the pre-tax and roth distributions, I contributed to an After-Tax 401k during the year that was rolled into a Roth 401k to get more into a Roth position - Code G.
Thank you for your help!
‎April 12, 2021
8:27 AM