lmcq12
Returning Member

State tax filing

Hi Amy,

Thank you for your reply. I do have a follow-up question. Based on the form that you provided, a rollover or conversion ( (I am not sure what the proper term is for a qualified 401k) from a qualified 401k to a Roth 401k does not seem to be included on the list that cannot be subtracted. In fact, in the section on pg 3 titled "What must I attach to my Form IL-1040 when I subtract retirement income on Line 5?" it includes conversions from traditional IRA to Roth IRA, which seems to indicate that a rollover/conversion of a traditional 401k to a Roth 401k would therefore also be allowed. Please let me know if that makes sense. I appreciate your help!