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Retirement tax questions
By defer, do you mean it was a non-deductible contribution to a Traditional IRA?
What code is in box 7 on your 1099-R?
Is the box 2b total distribution box checked?
What year was it a contribution for?
Did you file a 8606 form reporting the non-deductible contribution in the tax year that the contribution was made if before 2017?
What code is in box 7 on your 1099-R?
Is the box 2b total distribution box checked?
What year was it a contribution for?
Did you file a 8606 form reporting the non-deductible contribution in the tax year that the contribution was made if before 2017?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 6, 2019
9:59 AM