@mklem9 wrote:
7: G, and the second box is unchecked
5: blank
2a: 0
If box 5 is blank then that does not seem to report any after tax money that could be rolled into a Roth IRA.
Before tax money (the box 1 amount minus the box 5 amount) would go to the Traditional IRA and the after-tax money in box 5 would go to the Roth.
How much of the box 1 money went to the Traditional IRA and how much went to the Roth and how is that documented?
The after tax money that went to the Roth is supposed to be in box 5.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
