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Roth 1099-R
I received a 1099-R for a Roth that is a lifetime annuity. This ROTH was opened in probably 1997-98 when you had the 5 year conversion grace period. I do not believe I have made a contribution since origin. I was 65 in 2024 when I turned on the annuity as I retired from working full time - why is TT asking for my prior year contributions and how do I get past this screen? I don't even have records to know how much my contribution was back then.
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March 5, 2025
7:20 AM