Oldblue
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Thanks for confirming this. Yes, IRA and not Roth was / is selected.Pointing to those specific lines helps clarify this.
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Thank you. I followed the directions you gave and was able to work through this successfully. Info on creating the1009-R with the correct codes ( P and J ) was ...
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Thanks for the guidance. I will follow the instructions.Does Form 5329 need to be filled out instead of amending the 2019 return, or as well as amending the ret...
Activity Feed for Oldblue
- Posted Re: After I retired, I move my 401(K) directly to an IRA (FBO check). 1099-R shows non-taxable and code "G". Why does it show as part of total income? on Retirement tax questions. yesterday
- Posted After I retired, I move my 401(K) directly to an IRA (FBO check). 1099-R shows non-taxable and code "G". Why does it show as part of total income? on Retirement tax questions. yesterday
- Posted Re: Excess Roth contribution and withdrawal, extending back a few years to 2019 on Retirement tax questions. April 13, 2022 6:07 AM
- Cheered Re: Excess Roth contribution and withdrawal, extending back a few years to 2019 for DanaB27. April 13, 2022 5:53 AM
- Cheered Re: Excess Roth contribution and withdrawal, extending back a few years to 2019 for DanaB27. April 13, 2022 5:52 AM
- Posted Re: Excess Roth contribution and withdrawal, extending back a few years to 2019 on Retirement tax questions. April 12, 2022 12:39 PM
- Got Cheered for Excess Roth contribution and withdrawal, extending back a few years to 2019. April 10, 2022 11:32 AM
- Posted Excess Roth contribution and withdrawal, extending back a few years to 2019 on Retirement tax questions. April 10, 2022 11:27 AM