Hello,
Need help with 1099-R (for in-plan ROTH conversion)
I made the after-tax contributions to my company 401K and then performed in-plan ROTH conversion of the same amount. I received a Form1099R with code G.
After I entered all the entries for 1099-R, it asks me
Did you move this money from a 401(k) to a Roth 401(k)?
- Yes, I moved the money to a Roth 401(k), Roth 403(b), or a 457(b) plan
- No, I didn’t
What should I select for my situation above? Could you please provide guidance on this?
