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Retirement tax questions
You said 2 401(k)'s were rolled into a IRA. That would be 2 1099-R's. Then the IRA was converted to a Roth - that would be another 1099-R.
It is not clear just what you did. What are the box 1 amounts? Is the IRA/SEP.SIMPLE box checked on the one with the code 2?
It is not clear just what you did. What are the box 1 amounts? Is the IRA/SEP.SIMPLE box checked on the one with the code 2?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 1, 2019
5:09 PM