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Retirement tax questions
and if there is no "G" in box 7...then yes, there should be a follow-up question after saying NO to the Roth question. A page should ask something like:
1) Whether you put the $$ in another retirement account
or
2) Did something else......kept it as cash.
________
And you would indicate #1 even if moved back to the same IRA account
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎January 17, 2025
2:27 PM