esmesoc14
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Hmm Box 10 also shows $0 so it sounds like I will need to look back through the old statements to find the contribution amounts.
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Correct, I was not yet 59 1/2 when I rolled the 403b into the Roth IRA. The amount in box 5 on the 1099-R is actually $0, so it seems this will not add to the R...
Activity Feed for esmesoc14
- Posted Re: Form 8606, Line 22 - Include 2014 403b rollover in Roth basis? on Retirement tax questions. April 13, 2021 6:29 AM
- Posted Re: Form 8606, Line 22 - Include 2014 403b rollover in Roth basis? on Retirement tax questions. April 12, 2021 6:25 PM
- Posted Form 8606, Line 22 - Include 2014 403b rollover in Roth basis? on Retirement tax questions. April 12, 2021 3:19 PM