- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
Opus 17 is assuming that you are doing method 1 which is simplest as long as the 401(k) plan understands that the rollover is directly to a Roth IRA, not to a traditional IRA instead. Method 2 where the funds are first moved to a traditional IRA requires reporting the Roth conversion on Form 8606.
‎October 23, 2022
5:08 AM