- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
What do I mark when asked "Where is this distribution FROM" if I rolled over retirement account and should not face tax penalty? "fund exempted by Federal law or treaty"?
Of the options given to me, I'm not sure if I choose "neither of the above" or "money from any fund, program or system which is exempted by Federal law or treaty." I never touched the money, or it would have been taxable, but since it's a direct roll over, it should not be. I just don't know how to answer the "from" question."
Topics:
‎June 3, 2019
11:36 AM