Roth 401k rollover to Roth IRA
Hello, I am looking for some tax advice on how I can handle my Roth 401k that I rolled over into my Roth IRA. I opened my Roth IRA in 2016 and I rolled my Roth 401k over into it last year. I contributed $19,000+ to my Roth 401k in 2019, 2020, 2021, and 2022, so I could take up to $76,000 out of my Roth IRA if I needed to right? What are the exact codes that should be on the 1099 form that Merrill Lynch issues to me for the withdrawal? Do we only need to say $0 in box 2a? And then use codes B and 2 in box 7 to ensure I pay no taxes, no penalties, and avoid an IRS audit? I reviewed these two resources to try to determine how Merril Lynch should prepare my 1099 for me. (https://www.dwc401k.com/form-1099-r-distribution-codes) (https://twonline-20.taxwise.com/Help/WebHelp/Content/IRS%20Codes/English/Miscellaneous_Codes/1099R_Codes_for_Box_7.htm) Thanks, Sean
