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Get your taxes done using TurboTax
Rollovers from a traditional 401(k) account to a designated Roth account in a 401(k) are required to be done in-plan, so it seems highly suspect that the 401(k) plan would report a zero taxable amount unless the full gross amount was after-tax and shown in box 5 of the Form 1099-R. Was this rollover done in-plan or was it an impermissible rollover from a traditional 401(k) account in one plan to a designated Roth account in a different plan or did the 401(k) plan simply botch the Form 1099-R?
March 28, 2022
2:40 PM