OK, I think I understand. The funds were distributed into a non-qualified brokerage account (not an IRA).To be clear, when asked "Did you rollover all of this ....
There was a small amount in the 401K that was not part of NUA investments. I did receive a separate 1099-R for that amount which was rolled over to the IRA. I d...
So, this was the last part of holdings I had in a 401K after I retired. Those sums represented stocks that were part of the 401K employer contribution in corpor...
Thanks everyone for the responses, now for a quick (?) hypothetical scenario:Original 1099-R looks like: Box 1 = 10000 Box 2a = 4000 Box 2b = Total Distribution...
This was result of an NUA distribution (rollover) and not a standard distribution which seems to be the difference but not sure how to indicate that in TT.
