thanks for all your help.
Last question - In 2020 I rolled over a ROTH IRA from Schwab to a ROTH IRA at Edward Jones, should I have received the 1099-R showing the rollover showing with a code G in box 7 and do I have to enter that anywhere on Form 8606 for ROTH IRA rollovers or do they consider it ROTH IRA conversion from one ROTH IRA to another ROTH IRA and would that appear on Form 8606?
One thing I know is that there is no tax deduction for ROTH IRA contributions - yeah me - I may have at least got one thing right LOL!
Lisa
