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1099R/Form 5498 Rollover Question
TT asks if the 1099R is reporting a rollover of funds from a 403(b) to a designated Roth 401(k) or Roth 403 (b) account. My wife was retired at the time of the rollover, so I do not believe she would have been able to roll it over to a Roth 401(k) or Roth 401(b) account. Am I correct?
Also, Form 5498, line 10 states "Roth IRA contributions $0.00". Is this stating that no Roth IRA contributions were made, or that none of the rollover funds were contributed to a Roth IRA?
Thank you in advance for your help!
‎April 2, 2024
1:06 PM