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Message
re: Question about my 1099-R
Posted on 1/17/17 at 2:59 pm to Tigerfan56
Posted on 1/17/17 at 2:59 pm to Tigerfan56
Nope, Vanguard did it right.
Because it was an early distribution, you need to fill out form 8606 with your return. Part III. You will enter in your basis in the Roth (your total contributions) and as long as you did not exceed that, you won't have to pick up any of the distribution in income.
Because it was an early distribution, you need to fill out form 8606 with your return. Part III. You will enter in your basis in the Roth (your total contributions) and as long as you did not exceed that, you won't have to pick up any of the distribution in income.
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