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Retirement tax questions
Thanks @macuser_22 for your help.
Okay so if I report the 1099-R now before actually receiving it next year, what do I put in for all these other boxes that TurboTax asks for ?:
Box 3 - Capital gain
Box 6 - Net unrealized appreciation
Box 8 - Other
Box 8 - Percent
Box 9a - Your percentage of total distribution
Box 9b - Total employee contributions
Box 10 - Amount allocable to IRR within 5 years
Box 11 - 1st year of designated Roth contribution
Account number
Box 13 - Date of payment
Also as I mentioned earlier in this thread, TurboTax also asks for the EIN and Address of the brokerage which held my Roth IRA account. I got these values from the brokerage's customer service but what if they turn out to be different from what's on the 1099-R when I receive it next year ? Would that require an amendment in it's own right ?
Same question for the boxes indicated above. I think they don't matter much but I can't say for sure.