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Retirement tax questions
Thank you for clarifying although I'm still a bit confused.
Would you know for both Questions #1 and #2 do we need to include contributions/distributions from a Rollover IRA (i.e. money from each of our work 401K accounts which we rolled over into a Rollover IRA) or do we just include the contributions/distributions from Traditional IRA's that we contributed to outside of work 401K's?
Calculating the distributions for the answer to Question # 2 can be easily accomplished but we do not have a complete list of dollars contributed to our Traditional IRAs. Any suggestions what to do?
Would you know for both Questions #1 and #2 do we need to include contributions/distributions from a Rollover IRA (i.e. money from each of our work 401K accounts which we rolled over into a Rollover IRA) or do we just include the contributions/distributions from Traditional IRA's that we contributed to outside of work 401K's?
Calculating the distributions for the answer to Question # 2 can be easily accomplished but we do not have a complete list of dollars contributed to our Traditional IRAs. Any suggestions what to do?
‎June 6, 2019
12:50 AM