ryanstan
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@dmertzThank you so much for your help and clarification! I haven't received a separate 1099-R from the new IRA custodian and will track one down this week.
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Good evening,In 2022 I completed a total distribution of a 457b to a Traditional IRA. I then converted $25,000 of the new Traditional IRA to a Roth IRA.I'm usin...
Activity Feed for ryanstan
- Posted Re: To report the Traditional IRA distribution and the conver... on Retirement tax questions. February 12, 2023 7:18 AM
- Posted Re: To report the Traditional IRA distribution and the conver... on Retirement tax questions. February 11, 2023 9:06 PM