- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
I took money out of my Roth account but just the basis. However, my financial adviser only sent it to me as a 1099 R. Do I need to change this form to a different form?
My understanding is that I will not owe taxes on the basis amount. The Roth account started ten years ago.
Topics:
March 10, 2020
10:11 AM