- Mark as New
 - Bookmark
 - Subscribe
 - Subscribe to RSS Feed
 - Permalink
 - Report Inappropriate Content
 
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