LBonge221
New Member

Retirement tax questions

Yes, both of my 1099-R’s had a code G in box 7 and that is how I entered it when I did my taxes. In 2022 I asked for an extension so I filed later in the year. Next to 5b. On the left it says PSO and Rollover and than the amount is the total of my husbands annual distributions and my rollover distributions. I specifically made sure I didn’t answer yes to Roth IRA because this is a traditional IRA and is deferred tax until I retire and start drawing on it.