MarkMcDonough
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Thanks. It was all handled properly by Vanguard and Mass Mutual. I get a 1099-R from Mass Mutual every year.
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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...
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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?...
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- Posted Re: What were your Roth IRA contributions prior to 2025? on Retirement tax questions. an hour ago
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