- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
You said that the Form 5498 that you mentioned shows a rollover (box 2), so that suggests that it's Form 5498 from the traditional IRA, not the Form 5498 from the Roth IRA that would show an amount of a Roth conversion contribution (box 3). Does the Form 5498 from the Roth IRA show the full amount (not half) in box 3?
Do you have a Form 1099-R showing a distribution from the Roth IRA? If so, what is the code in box 7?
March 14, 2023
1:49 PM