Yaya451
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@macuser_22 and to answer your question yes I did quit my job mid August. I did have another 1099R with what was rolled over directly to a 403b. That 1099R read...
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Can I then choose to just not roll it over? I wonder if my old retirement plan just chose to pay off the loan remainder with some after tax contributions I had ...
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@dmertz@Yeah I’m honestly not too sure why. I’m thinking because my retirement plan included both tax deferred contributions and after tax contribution maybe th...
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Aaaaah interesting!!! See, the whole reason why I was stressing out was become of the code 1M.... I guess it’s non taxable all together then? 🤔 interesting!
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@dmertzThe amount in box 1 is equal to box 5
Activity Feed for Yaya451
- Posted Re: 1099R code 1M no penalty? on Retirement tax questions. February 23, 2021 8:34 PM
- Posted Re: 1099R code 1M no penalty? on Retirement tax questions. February 23, 2021 8:33 PM
- Posted Re: 1099R code 1M no penalty? on Retirement tax questions. February 23, 2021 8:25 PM
- Posted Re: 1099R code 1M no penalty? on Retirement tax questions. February 23, 2021 8:15 PM
- Posted Re: 1099R code 1M no penalty? on Retirement tax questions. February 23, 2021 8:11 PM
- Posted Re: 1099R code 1M no penalty? on Retirement tax questions. February 23, 2021 8:08 PM
- Posted Re: 1099R code 1M no penalty? on Retirement tax questions. February 23, 2021 7:53 PM
- Posted 1099R code 1M no penalty? on Retirement tax questions. February 22, 2021 8:36 PM