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Retirement tax questions
Yes, it must be included. The 401(k) RMD taken before the rollover is accounted for because that money was not in the 401(k) amount that was rolled over so there was less money to rollover.
The line 6 amount is the 2018 December 31, total value of all Traditional, SEP and SIMPLE IRA accounts that existed on that date.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 3, 2019
5:28 PM