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Retirement tax questions
My 1099_R tax form Box 7 shows 4G
so in turboTax I entered
4-Death in the first select dropdown
and G-Direct rollover and rollover contribution from the second dropdown
I hope I did that correctly, please confirm.
On the 'Was this Money Rolled Over to a Roth IRA?' form
I selected: No, this money wasn't rolled over to a Roth IRA account.
because in fact it was rolled over to an IRA account, not a Roth IRA account.
Again I hope I did that correctly, please confirm.
then turbotax starts asking when the person was born
and was this withdrawal an RMD?
‎April 14, 2022
1:44 PM