brian-perrigino
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Thank you@dmertzvery much appreciated.The 401K to IRA were both with Fidelity so I guess that means I get a 1099 from them.The ira transfer was done electronica...
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@fanfareMy original return omitted the 2022 non-deductible IRA and it also recorded the 1099R as a regular rollover. The net result was 0 taxes which was correc...
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@DanaB27This worked.... thank you so much. The difference was that I had checked "rolled over all the money" as opposed to "I did a combination..." That allow...
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- Got Cheered for Re: I converted my 401K to an IRA and then moved the IRA a different broker. The transactions were done electronically and completed in a week. Do I need to report these? Tx. February 2, 2025 10:57 AM
- Posted Re: I converted my 401K to an IRA and then moved the IRA a different broker. The transactions were done electronically and completed in a week. Do I need to report these? Tx on Retirement tax questions. February 1, 2025 7:13 PM
- Cheered Re: I converted my 401K to an IRA and then moved the IRA a different broker. The transactions were done electronically and completed in a week. Do I need to report these? Tx for dmertz. February 1, 2025 7:13 PM
- Posted I converted my 401K to an IRA and then moved the IRA a different broker. The transactions were done electronically and completed in a week. Do I need to report these? Tx on Retirement tax questions. February 1, 2025 4:45 PM
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