Let me describe more in details:
In TIAA form, 1. Gross distribution: xxxx, 2a. Taxable amount: 0.00, 2b-4: blank, 5. 0.00, 7. Distribution code: G.
I guess this TIAA form is for the 403(b) to Rollover IRA conversion.
In Fidelity form, 1. Gross distribution: xxxx, 2a. Taxable amount: xxxx, 2b. checked in two boxes, 3-6: blank, 7. Distribution code: 2 with checked box.
I guess this Fidelity form is for Rollover IRA to Roth IRA conversion.
Both forms does NOT have taxes withheld.
TIAA form rather than Fidelity form is still appropriate for the tax report by following the above step-by-step instruction?
Thank you so much.
