About bAher

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Re: Fidelity insisted on taking out an RMD before rolling my 401k ov...

Thanks for your reply. Yes, there is a separate 1099-R for the RMD. It's pension income because it was taken from the 401k before rollover to IRA?

bAher

2

Updated Feb 23, 2022
Solved Re: 1099-R 401K after tax contributions rollover to Roth IRA and IRA...

For the manually added Roth 1099-R, should box 7 distribution code be changed to H?

bAher

3

Updated Feb 02, 2023

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Date Registered	‎February 20, 2022 2:11 PM
Date Last Visited	‎February 24, 2022 3:10 PM
Total Messages Posted	3

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