benito1
Returning Member

Retirement tax questions

Thank you. That part is clear to me now. So I will make sure to do the IRA contribution interview per your instructions.

 

But before that happens, I am still unclear -- do I need to select any of the options 1-4 which I listed in my post (which come up during the 1099-R interviews)? Which option should I select for my Roth 1099-R and my Traditional IRA 1099-R?

 

Thanks again @macuser_22