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Retirement tax questions
This is extremely helpful my friend. It seems then I can expect to only get a single 1099-R for 401(K) which I will have to split as you suggested and report as two separate 1099-R then. And I have already received 1099-R (Roth IRA) which shows the distribution. Is there any use of the Form-5498? I received one for the rollover to traditional IRA and the other for the ROTH IRA?
Lot of learning in the process but I sincerely appreciate so much detailed step-by-step explanation.
‎February 9, 2020
9:34 PM