@dmertz: thank you for all of your responses. Your responses helped me prove to my old 401(k) provider that their 1099-R form was incorrect. They sent me a corr...
Sorry for the confusion. The correct numbers are:$214,239.83 = amount I received in checks$230,000.00 = combined total of the two "box 1" amounts on the 1099-R ...
Thank you for pointing that out, because that is what I thought too. Generally speaking, if box 2a is anything above $0.00, then that means some taxable event h...
Thank you, dmertz. My previous 401(k) provider called it Super Roth. It's more commonly called "Mega Backdoor Roth." (After-tax contributions that are automatic...
