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.**