blinkypanama
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I have answered all the questions and even the one that asks if I converted all the money to a Roth IRA, yet it does not reduce my tax return as I would expect....
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why enter 7 in box 7? I am under 50 and am converting a rollover IRA to a Roth IRA. Wouldn't 2 be the correct code?Also, should I put the full amount in the tax...
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I cannot get a hold of iTrust capital. There is no phone customer support. They say they have no forms for me. My assumption of what happened: Fidelity did a ro...
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Ok, I changed the code to 2 from G. Since this is different from the original 1099-R I received do I need to check "I need to file a substitute 1099-R"?
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I just called Fidelity and they say the codes are correct for what they did. So, is there supposed to be another 1099-R that I should be getting for the convers...
Activity Feed for blinkypanama
- Posted Re: 1099-R box 7 code G with IRA/SEP/Simple box checked. Roth IRA conversion on Retirement tax questions. April 16, 2022 6:12 PM
- Posted Re: 1099-R box 7 code G with IRA/SEP/Simple box checked. Roth IRA conversion on Retirement tax questions. April 16, 2022 11:34 AM
- Posted Re: 1099-R box 7 code G with IRA/SEP/Simple box checked. Roth IRA conversion on Retirement tax questions. April 13, 2022 12:13 PM
- Cheered Re: 1099-R box 7 code G with IRA/SEP/Simple box checked. Roth IRA conversion for JohnB5677. April 13, 2022 11:49 AM
- Posted Re: Entered 1099-R for pre-tax IRA rollover with Box 7 code G and IRA/SEP/SIMPLE checked. This sh... on Retirement tax questions. March 21, 2022 11:38 AM
- Posted Re: 1099-R box 7 code G with IRA/SEP/Simple box checked. Roth IRA conversion on Retirement tax questions. March 21, 2022 9:56 AM
- Posted Re: Entered 1099-R for pre-tax IRA rollover with Box 7 code G and IRA/SEP/SIMPLE checked. This sh... on Retirement tax questions. March 21, 2022 9:46 AM
- Cheered Re: Entered 1099-R for pre-tax IRA rollover with Box 7 code G and IRA/SEP/SIMPLE checked. This sh... for ColeenD3. March 21, 2022 9:44 AM
- Posted 1099-R box 7 code G with IRA/SEP/Simple box checked. Roth IRA conversion on Retirement tax questions. March 21, 2022 8:40 AM
- Posted Re: Entered 1099-R for pre-tax IRA rollover with Box 7 code G and IRA/SEP/SIMPLE checked. This should allow a pre-tax rollover but Turbotax says its wrong. on Retirement tax questions. March 21, 2022 8:34 AM