- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
mega backdoor roth 401k broken?
I had no issues filing this for 2024 tax year. But I'm using DIY Premium 2025 ... and no matter what I do for this year ... I can NOT get 5c, box 1 (Rollover) box checked!
Long story short, I've made after-tax contributions to my employer 401k, and then selected in-plan rollover to transfer those contributions into Roth 401k. The same as I've done for past few years. This year however, I can NOT manage to get that box checked.
The numbers all look right, but still, per the 1040 instructions... that box should be checked! This was a rollover.
(I've answered it as such in the TurboTax questioning too... multiple times now...)
Topics:
Monday