I assume that this was not a section 1035 exchange into a different contract. The taxable amount is taxable as ordinary income. (An annuity is not a capital inv...
If you are under age 59½ and have not separated from service with the company that provides the 401(k), it's unlikely that you will be permitted to roll over fu...
"There is no Form 8606 created (I thought it was required)."This implies that you did not enter a nondeductible traditional IRA contribution, otherwise TurboTax...
A return of contribution (an RMD impermissibly converted is a failed conversion and therefore constitutes an ordinary contribution to the Roth IRA) is paid to t...
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