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Retirement tax questions
Thanks for your questions, DaveF1006.
The rollover reported on 1099R with distribution codes B and G in Box 7.
Yes, my 403b was funded AFTER tax dollars. The original amount was $19,000. After tax, it was $16,000.
I opened the 403b account and put $16,000 in there. Then, I rolled over $16,000 to Roth IRA within one month.
Please let me know if you have any other questions or if my answers are not clear. Thanks.
‎February 20, 2024
11:27 AM