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Retirement tax questions
I do not recall any such questing unless yiu are entering a Roth contribution.
The 1099-R interview for a Roth distribution will ask for prior years Roth contributions to determine the taxable amount if under age 59 1/2. If over 59 1/2 you can ignore the question.
The 1099-R interview for a Roth distribution will ask for prior years Roth contributions to determine the taxable amount if under age 59 1/2. If over 59 1/2 you can ignore the question.
**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 4, 2019
6:07 PM