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Retirement tax questions
Thanks dmertz--that's very helpful!
It sounds like I put the NIA of $316 on both lines 1 and 2, along with Code 21.
Part IV looks pretty straight forward. There's some math to do there but the instructions seem clear. I'll do one for each year.
Also will fill out one Form 8606 (2024) for the 21, 22 and 23 portions of the distribution.
Do you recommend I try to tackle this now, or wait until I have the 1099Rs in January?
May 27, 2025
5:01 AM