Sun City almost retiree
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And I should note that I have received no distributions yet, only that rollover.
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I found it on my IRA statement that it went into the traditional IRA, but now that I'm looking at my 1040 for that year, line 5a and b says there was a taxable ...
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There is no line 5a nad b on the Form 1099-R. Line 2a says the taxable amount is $0. I assume this is because it was a direct rollover? Should I have paid taxes...
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Also, how would I check that it has been done correctly? What do I look for on my tax return?
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Would Turbo Tax have done this correctly?
Activity Feed for Sun City almost retiree
- Cheered Re: rollover from 457(b) to Roth for RobertB4444. March 6, 2024 4:23 PM
- Posted Re: rollover from 457(b) to Roth on Get your taxes done using TurboTax. March 6, 2024 4:08 PM
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- Posted rollover from 457(b) to Roth on Get your taxes done using TurboTax. March 6, 2024 1:14 PM
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