- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
1099-R
======
Who does this 1099-R belong to? Xxx
Who gave you a 1099-R? "Finanacial institution"
Box1: 7,000.02
Box2a: 7,000.02
Box 2b:
"Taxable amount not determined box is checked": checked
"Total distribution is checked": checked
Box 7: 2
"IRA/SIMPLE/SEP box is checked": checked
Do any of these situations apply to you? I didn't choose any.
"Tell us if you moved the money through a rollover or conversion": "I converted some or all of it to a Roth IRA"
Did you convert all of this $7,000.02 (Box 1) to a Roth IRA? Yes, all of this money was converted to a Roth IRA
‎April 24, 2021
7:42 AM