- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
They determined a value for the annuity on the conversion date and stated it in the "letter" they sent me. And they specifically stated it was a IRA to ROTH conversion. But, the letter is not a 1099R. I'll try your suggestion of creating the 1099R in Turbotax. Thanks.
March 2, 2020
5:24 PM