Thank you so much! Two more questions (for now):
QUESTION 1:
You said to use the code "JP" in box 7 but "P" says "Return of contribution taxable in 2015." Are you sure I don't use the code "J8"? "8" is "Return of contribution taxable in 2016"
QUESTION 2:
And just to clarify, can I leave blank the rest of the fields? Those fields consist of:
2b - Check Boxes:
- Taxable amount not determined
- Total distribution
3 - Capital Gain
4 - Federal Income Tax Withheld
5 - Employee Contributions / Designated Roth Contributions or Insurance Premiums
6 - Net Unrealized Appreciation
7 - The IRA/SEP/SIMPLE box is checked on my copy of the 1099-R
8 - Other
8 - Percent
9a - Your Percentage of Total Distribution
9b - Total Employee Contributions
10 - Amount Allocable to IRR Within 5 Years
11 - First Year of Designated Roth Contribution (4 digits)
- Check Box: FATCA filing requirement box is checked.
State Information
- Boxes 12-14
- Check Box: I have info in boxes 15-17
