- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
@DanaB27 Assuming it's for an in-plan roth 401k conversion, when I answered "Yes" to "Did you move this money from 401k to a Roth 401k?" then I got the follow-up question "Did you make after-tax contributions to a 401(k), 403(b), or 457(b) plan?" which I answered "Yes".
Those were my answers for an in-plan Roth 410 k conversion using after-tax contributions but please let me know if I got that wrong.
Also, can you please advise whether we need to enter anything under Deductions and Credits for in-plan Roth 401k (not IRA) conversion using after-tax contributions?
For what it's worth, if I had answered "No" to "Did you move this money from 401k to a Roth 401k?" then I would get "Did you move the money to a Roth IRA?".
Thank you
March 12, 2023
10:38 PM