rebecca-marchio n
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That's correct.Yes that's what I thought, thank you!!
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It seems like when I hit yes to both, I'm getting taxed twice on the same distribution
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One is from Fidelity where the 401K was and the amount is nontaxable; the second is from Vanguard where I converted the amount to a Roth IRA
Activity Feed for rebecca-marchion
- Posted That's correct. Yes that's what I thought, thank you!! on Retirement tax questions. June 6, 2019 9:07 AM
- Posted It seems like when I hit yes to both, I'm getting taxed t... on Retirement tax questions. June 6, 2019 9:06 AM
- Posted One is from Fidelity where the 401K was and the amount is... on Retirement tax questions. June 6, 2019 9:06 AM
- Posted I converted my 401(k) from one bank to a Roth IRA at another. When asked if I "rolled over the money to a Roth IRA" do I answer Yes for both Form 1099-R's? on Retirement tax questions. June 6, 2019 9:06 AM