ebarwick
Returning Member

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!