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Retirement tax questions
I hope you don't mind but I have two more questions:
1. Box 5 of the 1099-R "Roth contributions" is empty. Should I put both my husband's and my Roth contributions in there even though the bank did not?
2. If so, should the number be his contributions ($15,000) + my contributions ($13,000) MINUS the $8000 I reinvested in a new Roth IRA or should I include the $8000 in the final number?
Thanks again!
1. Box 5 of the 1099-R "Roth contributions" is empty. Should I put both my husband's and my Roth contributions in there even though the bank did not?
2. If so, should the number be his contributions ($15,000) + my contributions ($13,000) MINUS the $8000 I reinvested in a new Roth IRA or should I include the $8000 in the final number?
Thanks again!
‎June 4, 2019
10:05 PM