taxiowa
Level 9
Level 9
I do read the alerts but some are not noteworthly.  Like the ones to make sure you attend the ask a question thread.  Or the one today something about IRA conversion to Roth was creating penalty.  None of mine do.  If the 1099R is coded incorrectly to a "1" no known exception, then they would because you have to go into 5349 or whatever that form is.  No known exception is just that.  You have to provide your exception on that whatever form.  Conversions to Roth are supposed to be coded "2", so contact the issuer to correct 1099R or use that whatever form to explain.
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