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Get your taxes done using TurboTax
That is correct. You are doing a rollover not a conversion. The taxable earnings were in the 401(k) Roth and now they are in the Roth IRA. You simply moved them.
**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.**
‎April 7, 2021
5:20 PM