About MarkMcDonough

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Solved Re: What were your Roth IRA contributions prior to 2025?

Thanks. It was all handled properly by Vanguard and Mass Mutual. I get a 1099-R from Mass Mutual every year.

MarkMcDonough

Updated Jan 23, 2026
Solved Re: What were your Roth IRA contributions prior to 2025?

Thank you. I am heading toward 81 years old. I guess the proper term is that I rolled-over the funds in the Roth IRA to an immediate annuity in 2023. "You can c...

MarkMcDonough

2

Updated Jan 23, 2026
Solved Re: What were your Roth IRA contributions prior to 2025?

Thank you for your reply. Let me sharpen my question. Why is Turbo Tax 2025 asking about my Roth IRA that was converted to a tax-free immediate annuity in 2022?...

MarkMcDonough

4

Updated Jan 23, 2026

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Date Registered	‎January 22, 2026 3:26 PM
Date Last Visited	‎January 23, 2026 12:27 PM
Total Messages Posted	4

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