dmertz
Level 15

Retirement tax questions

- First time 32K from post-tax 401K to roth 401K

- Second time the same 32K from roth 401K to roth IRA

 

And thus line 5a may be counting this 32K twice. 

 

Exactly as it should.  Line 5a should show $64k.  Line 5b should show zero taxable with the ROLLOVER notation.