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Retirement tax questions
The transferred $$ will show as double for two transactions
The 403b to IRA (ira/sep/simple box not checked) will show zero taxable income incom if the folollowup questions you answered indicated the rollover.
The second 1099-R with the ira/sep/simple box checked should not exist unless you took the money out or moved it into a roth ira.
Call them again and ask what that second 1099-R represents.
The 403b to IRA (ira/sep/simple box not checked) will show zero taxable income incom if the folollowup questions you answered indicated the rollover.
The second 1099-R with the ira/sep/simple box checked should not exist unless you took the money out or moved it into a roth ira.
Call them again and ask what that second 1099-R represents.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
‎June 4, 2019
10:04 PM