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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...
    Yaya451
    Updated Mar 28, 2023
  • 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 ...
    Yaya451
    8
    Updated Mar 28, 2023
  • @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...
    Yaya451
    Updated Mar 28, 2023
  • 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!
    Yaya451
    13
    Updated Mar 28, 2023
  • @dmertzThe amount in box 1 is equal to box 5
    Yaya451
    15
    Updated Mar 28, 2023
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