sp8181
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Thank you@dmertz. Appreciate your input. I will do what fanfare suggests and go with code 2 (which incidentally was on the form from Vanguard for my wife's conv...
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@dmertz . thank you for the detailed response. I have spent hours emailing/calling TIAA and finally they informed me that they processed it as rollover and not ...
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Thank you for your suggestion. !!
Activity Feed for sp8181
- Posted Re: 1099R code possibly erroneous? on Retirement tax questions. April 13, 2025 8:32 AM
- Posted Re: 1099R code possibly erroneous? on Retirement tax questions. April 11, 2025 8:08 AM
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- Posted 1099R code possibly erroneous? on Retirement tax questions. April 7, 2025 9:13 PM