cara age 62 has form 1099R that has letter T in box 7 what must be determined during tax interview? A Whether the IRA is a spousal IRA or B If the distribution was directly transferred from one plan to another or to an IRA or C If the 5 year holding period was met or D whether the account is the result of a rollover or a conversion
| option D whether the account is the result of a rollover or a conversion | ||||||
| it must be seen that it is a direct rollover of a distribution to plan which is qualified as per section 403 b | ||||||
| or is there any conversion . | ||||||
| if any doubt please comment | ||||||
cara age 62 has form 1099R that has letter T in box 7 what must be...