lehuanani
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Thank you both for the clarification info. The IRA was transferred from Bank A as a Traditional, and converted by Bank B into a Roth.Final solution - The Roth-c...
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This was a trustee to trustee transfer. The new account lists the initial deposit as a Conversion, and it's now a Roth IRA. The initial bank that had the Tradit...
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I haven't lost or misplaced the 1099-R. I logged into my IRA account, and the bank has no 1099-R for this account. I have reached out to the bank as well, to as...
Activity Feed for lehuanani
- Posted Thank you both for the clarification info. The IRA was tr... on Retirement tax questions. June 1, 2019 4:10 PM
- Posted This was a trustee to trustee transfer. The new account l... on Retirement tax questions. June 1, 2019 4:10 PM
- Posted I haven't lost or misplaced the 1099-R. I logged into my... on Retirement tax questions. June 1, 2019 4:10 PM
- Posted How do I report a Converted IRA - Traditional opened 10 years ago, converted to ROTH in 2018. Haven't received any 1099-R. It’s neither a withdrawal nor contribution! on Retirement tax questions. June 1, 2019 4:10 PM