jsryan793
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A bit more info.... This settlement distribution was issued from a Roth IRA closed in 2020. Since it was closed a check was issued payable to the Custodian FBO ...
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Using that process places the $12.10 in line B2 as a traditional IRA rollover and shows $1.35 in line B4 as an amount that may be rolled or converted to a Roth ...
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Neither of your IRA custodians know about your other account. They will calculate the RMD amount only for the assets in that account. You need to total the val...
Activity Feed for jsryan793
- Posted Re: Entering 1099R info for Roth rollover from litigation check on Get your taxes done using TurboTax. February 17, 2025 1:10 PM
- Posted Re: Entering 1099R info for Roth rollover from litigation check on Get your taxes done using TurboTax. February 16, 2025 1:04 PM
- Posted Re: RMD Reporting 2024 on Get your taxes done using TurboTax. February 8, 2025 10:51 AM
- Posted Entering 1099R info for Roth rollover from litigation check on Get your taxes done using TurboTax. February 8, 2025 8:34 AM