Hi, thank you very much.
I answered the questions as follows:
Is this 1099R reporting a rollover of funds from a 401(k) or 403(b) account?
My answer NO this money didn't rollover to a 401(k) or 403(b) account.
For rollovers to a Roth IRA, we may need to collect some additional info. For rollovers to all other types of retirement accounts (such as traditional IRA), just answer No
My answer NO this money wasn't rolled over to a Roth IRA account
Should the answer to the 2nd question be YES? Note, I got these answers from a guy from Empower, who was helping me move money.
Thank you!
