@slnyc wrote:
Thank you for taking a look.
I received a single check from my 401K that consisted of both Roth after-tax contributions and taxable money. (The payment stub clearly showed the taxable and non-taxable amounts for my "Total Distribution-direct transfer-IRA"). I deposited it into my existing Roth IRA. Therefore, that pre-tax money is taxable. It's a conversion (as I intended). But how do I enter into Turbotax so I pay tax on that amount?
Your 1099-R says that it is a 401(k) Roth (Designated Roth) rollover, not a conversion. A code H is not a conversion and is not taxable.
Your original question said "401(k) Roth". A 401(k) Roth can never have any before-tax money in it.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
