smarshmanorders
Returning Member

Retirement tax questions

It was a non-deductible contribution to a traditional IRA.  We did not file an 8606 in that tax year (approx 2009).  The 1099-r box 7 had a 7 and an X for IRS/SEP/Simple.  The account moved between Think Or Swim and TD Ameritrade and lost any trail it had.