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Retirement tax questions
In what year did you perform the Roth conversion?
What is the code in box 7 of the Form 1099-R for that year that reports this conversion?
Is the IRA/SEP/SIMPLE box marked?
Is a nonzero amount shown in box 4?
Do you have a separate Form 1099-R for the recharacterization?
If so, what is the code in box 7 of that Form 1099-R (code N or code R)?
Is the IRA/SEP/SIMPLE box marked?
Is a nonzero amount shown in box 4?
What is the code in box 7 of the Form 1099-R for that year that reports this conversion?
Is the IRA/SEP/SIMPLE box marked?
Is a nonzero amount shown in box 4?
Do you have a separate Form 1099-R for the recharacterization?
If so, what is the code in box 7 of that Form 1099-R (code N or code R)?
Is the IRA/SEP/SIMPLE box marked?
Is a nonzero amount shown in box 4?
‎June 4, 2019
9:15 PM