CGSRwr
Returning Member

Retirement tax questions

I actually received three 1099 R's. One was for the rollover from my previous job to my Rollover IRA, one was for the amount that went from my Rollover IRA to my Roth IRA account, and the Third was for the money that went from my Rollover IRA to the IRS to cover taxes for my conversion. The amount of the third 1099R had the Federal income tax and state tax withheld amounts in lines 4 and 14 that equaled the Gross distribution amount on the 1099R