qbteachmt
Level 15
03-23-2021
03:28 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
The distribution codes are not wrong. You simply indicate these were rolled over, if that is what happened.
Because you stated "reinvested" and not Rolled Over.
Rolled over means the Traditional IRA funds went into another Traditional IRA account; and Roth went to a Roth.
Is that what happened?
If so, was the Traditional rolled over as Gross? Was there withholding?
*******************************
Don't yell at us; we're volunteers
Don't yell at us; we're volunteers