@dmertz I was just trying to rollover her existing 401k from a previous employer into an existing Roth IRA that she currently has. I didn't use the money for anything other than a new investment in an existing Roth IRA. Would it be the same tax burden if I rolled that money over to a traditional IRA? I have always received a tax refund in the past and I'm 55 now and this is all new to me. Always used TurboTax...
Thanks,
Dave
