user17736829280
Returning Member
Member profile
- Replies
- Posts
-
I found a bit more information. In 2022 the entire Roth balance in my 401K was moved to a Roth. The Roth balance was less than the Roth contributions to the 401...
-
I just found the Distribution Summary from Fidelity from months ago when the rollover occurred. A bullet near the top of that statement states "This distributio...
-
Fidelity says that it is an "after tax balance that was growing tax deferred. In this case, it would be directed to a traditional IRA". Does this make sense? Th...
Activity Feed for user17736829280
- Posted Re: form 1099-R generates error on Retirement tax questions. 2 weeks ago
- Posted Re: form 1099-R generates error on Retirement tax questions. 4 weeks ago
- Posted Re: form 1099-R generates error on Retirement tax questions. 4 weeks ago
- Posted form 1099-R generates error on Retirement tax questions. 4 weeks ago