- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Let me call TIA tomorrow. So you you are saying the $1500 basis would be taken out and put in to the Roth IRA. The remaining stays in the 403b?
Just looking ahead before I talk to the support.
Do I get the following based on the outcome above.
1) an updated 1099=R
2) two 1099-R
3) use the current 1099-R and will get another another form next year
‎January 22, 2025
9:15 PM