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