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J
Jingleduck
February 22, 2025
Question

1099-R

  • February 22, 2025
  • 1 reply
  • 0 views

My retirement systems money was switched over to 2 different institutions when I retired.  One I draw from monthly, one I don’t touch.  How do I know if they were changed to a Roth IRA or not?

    1 reply

    A
    AnnetteB6
    February 23, 2025

    If you do not know what type of account you currently have, there may be information shown on any account statements that you receive telling you the type of account.  Or, you may need to contact the financial institution holding the accounts to learn more about what they are.

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