In 2017 I rolled over a small roth IRA from a credit union to my Vanguard Roth IRA. A check was given to made out to "Vanguard For Benefit Of...my name" and I sent the check into vanguard. No taxes were taken out. As far as I know, this is considered a direct rollover as the check was written "FBO" am I correct?
On the 1099-R I was issued from the credit union, in box 7 it says "J" for the distribution code which is "early distribution of roth IRA." Is this the right distribution code? How to I file this at tax time?
On the 1099-R I was issued from the credit union, in box 7 it says "J" for the distribution code which is "early distribution of roth IRA." Is this the right distribution code? How to I file this at tax time?
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