About jim670311

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Re: 1099-R provided as distribution, not rollover

Thank you for your patience

jim670311

Updated Mar 25, 2025
Re: 1099-R provided as distribution, not rollover

Does the pro rata apply to a Back Door Roth Conversion, where the contribution is made to a Traditional IRA and immediately transferred to a Roth IRA? That does...

jim670311

2

Updated Mar 25, 2025
Re: 1099-R provided as distribution, not rollover

or the code that is provided within Box 7. This is listed as a "2", not a "G". I am concerned these issues are causing a tax greater than I should be paying.

jim670311

4

Updated Mar 25, 2025
Re: 1099-R provided as distribution, not rollover

Does the amount listed as taxable in box 2a cause issues in calculating the tax? The dollar amount of the contribution is listed in box 2a as taxable. I thought...

jim670311

5

Updated Mar 25, 2025

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Date Registered	‎March 25, 2025 12:26 PM
Date Last Visited	‎March 25, 2025 5:14 PM
Total Messages Posted	5

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