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Retirement tax questions
Sorry, for some reason I had to create a new username here to respond.
Yes, you both are correct. I do recall we rolled over to a traditional IRA first and then converted to a Roth.
I don't have anything in box 2a or 5 in the code G form.
Turns out I actually have two 1099-Rs from my IRA institution (for a total of 3), and one of them does have a tax withholding in box 4 and the other does not.
So should I file all 3?
‎February 25, 2020
7:45 AM