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Retirement tax questions
For the company which I received the 1099-R from, no I didn't. This was the withdrawal of my 2016 roth ira contribution.
But now that you mention it, I did do a mega backdoor roth in 2021 with a different company but I don't think that would affect what code which the first company puts on their 1099 unless there is some sort of central database these companies all share? The 1099-R I received for the mega backdoor roth has a distribution code of "G".
‎April 9, 2022
6:58 PM