@gulsheenk wrote:
It worked! Thanks a BUNCH!
So do I need to do any other step or update any other screen to notify that it's back door Roth ?
Best!
So far, you have described a rollover from a designated Roth 401k account to a Roth IRA, and the rollover of a pre-tax 401k account to a traditional pre-tax IRA.
In other words, pre-tax to pre-tax and Roth to Roth.
Nothing you have described is a conversion, front or "back" door. A conversion would be transferring money from a pre-tax account to a Roth account and paying income tax on it. Why do you think you have a conversion?
