Thank you for your response.So, for TT, do I need to split the one 1099-R form that I received, which is:Box 1: $100,000Box 2a: $0Box 5: $5,000Box 7: G, with IR...
I apologize for the error and incompleteness of my question.The amount stated in "...It is not clear to me what portion of the $100,00 amount in Box 1 is attrib...
I received one 1099-R form after rolling over from a 401(k) as follows:1) rolling over pre-tax contributions and earnings on after-tax contributions to a Tradit...
One thing I didn't plan for was that the calculation of the allowable Roth contributions, which then identifies excess contributions, does not take the earnings...
The IRA custodian will report this as a return of contribution, not as a normal Roth distribution. And the IRA custodian did withhold Federal tax on the earning...