- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thank You. One question on that is if I add both the 1099R which are for the same money that rolled over from After Tax 401K to Roth IRA, Turbo tax shows that I invested double in retirement account for the year 2022 even though both these 1099R with different distribution code are for the same amount rolled over. For e.g. let's say I rolled over $10000 from after tax 401K to Roth IRA, now it is showing total $20,000 was rolled over, one 10K with the distribution code G and another 10K with code H. When actually only 10K rolled over to ROTH IRA. Is that going to be a problem with IRS?
‎April 1, 2023
7:17 PM