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Level 1
October 7, 2023
Question

I am not sure if I have a ROTH IRA or a TRADITIONAL IRA. Mine just says ROLLOVER IRA. Can anyone help me with this?

  • October 7, 2023
  • 1 reply
  • 9 views
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1 reply

VolvoGirl
Level 15
October 7, 2023

Call and ask the IRA plan.  Did you get a 1099R?  For what?  What code is in box 7?  

Critter-3
Level 15
October 7, 2023

Look at the form 5498 ... usually rollover IRA is traditional  and a ROTH rollover is a ROTH.