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sddusina
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  • Re: 1099 and 5498

    DanaB27:On both of our 1099-R there are amounts in box 5. You said to leave them blank. Is this correct?Thanks,Susan
    sddusina
    1
    Updated Apr 17, 2023

  • Re: 1099 with 5498

    Still confused:On the "Did you move the money to a Roth IRA? screen answer "Yes"We divided our 401K into multiply CD's, an annuity, money market account and one...
    sddusina
    1
    Updated Apr 14, 2023
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