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Retirement tax questions
@jbmcvaugh wrote:
No. The after tax contribution to the 401(k), about 3% of the total, was rolled over into a Roth IRA. The major portion rolled into a traditional IRA. Only one 1099R, but two separate 5498's were submitted to the IRS.
Again, what code is in box 7 on the 1099-R?
What is in box 2a,
What is in box 5?
I can tell you how to enter it but need to know that.
**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.**
‎April 1, 2020
8:51 PM