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Get your taxes done using TurboTax
Thank you for that explanation regarding designated Roths. This leads me back to my original question. Do I still need to enter any further information regarding contributions that are not already in box 5? If so, how would I determine the contribution basis? I've never received any tax forms (8606 etc.- I'm assuming it was reflected in my W-2 in previous years) for this account until rolling it over this year (only received 1099-r). Since this is a rollover not a withdrawal do I bypass this step?
March 7, 2025
10:23 AM