qbteachmt
Level 15
02-07-2024
10:20 AM
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"The company gave everyone a choice , take a total distribution or do a conversion to a Roth IRA."
So right here, your statement confirms this is not from a Traditional IRA. That's where your input is going wrong, then. It is in fact under an employer plan. Were you able to confirm that is a SIMPLE IRA plan? A SEP-IRA?
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Don't yell at us; we're volunteers
Don't yell at us; we're volunteers