Retirement tax questions

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Assuming it was a standard 401k with some after tax contributions..?

 

The 1099-R form you enter into the software, should have box 2a lower than box 1....lower by an amount in box 5.   The box 5 amount would be the after tax contributions.....and the box 2a $$ will be the taxable income. 

 

 In the pages that follow the main 1099-R form page there will be page questions about whether you rolled it into another retirement account, where you will indicate the $$  were rolled into a ROTH IRA......how those questions are presented to you and answered depends on whether you are using Desktop or Online software, AND the code in box 7....  If it was a direct transfer with code G in box 7, the follow-up questions are pretty simple....if it was an indirect transfer with some other code in box 7.soemtimes the follow-up Q's can get a bit messier...but the roll-to-Roth IRA can still be indicated.

____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*