Retirement tax questions

Again - what code is in box 7 on your 1099-R?

What is in box 2a?

is the IRA/SEP/SIMPLE box checked?

Are you trying to roll into a Roth account?

 

I can't you without knowing what you are entering.

**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.**