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Retirement tax questions
It shows that the amount on the 2nd 1099-R was an "Unrecovered Roth Contribution Basis" and has a footnote stating that it is a "Portion of total distribution consisting of Roth contributions and applicable earnings. This information will be necessary when rolling over to an IRA or another employer plan."
That agrees 100% with what I posted. The question remains: What happened to the rest of the funds from the designated Roth account?
2 weeks ago