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Retirement tax questions
Thank you for the explanation and terminology. I did call TIAA to execute the rollover with no tax withheld. I was surprised the rep wasn't able to tell me the total non deductible amount in that account.
So when I get a FORM 1099R, would it tell me what the earning from this account or is that my responsibility? Like I mentioned, I have the Form 8606 from 2019 Tax filing.
Thanks again.
TT
‎October 25, 2024
9:41 AM