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Retirement tax questions
Just to add - was the money put in to *two* accounts at the receiving bank as is sometimes done - the before tax money (box 2a) in a Traditional IRA and the after-tax (box 5) amount in a Roth IRA?
There is a special way to enter such a transaction so that is is tax free. I can give you the steps to do that if that is what was done.
There is a special way to enter such a transaction so that is is tax free. I can give you the steps to do that if that is what was done.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 1, 2019
12:24 PM