- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes, you will need to file the 1099-R.
However, there will be a question after entering that asks what you did with the funds. Your answer is that you rolled the funds to a Roth account.
The next page, Move Funds?, will ask you if moved any part of the money back to the IRA. And the following page asks how much.
‎June 4, 2019
12:17 PM