- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes, you are correct that this is a taxable event.
You can try entering the 1099-R exactly as it was sent to you and then indicate in the follow up questions that the amount went to a Roth IRA. I think it will treat the rollover correctly.
I don't think you need to ask for a revised form.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 2, 2022
8:03 PM