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Retirement tax questions
If the rollover from the traditional 401(k) to the Roth IRA increased your modified AGI above the threshold where a Roth IRA contribution becomes limited, you will have an excess Roth IRA contribution if you made a regular contribution (not the rollover) to a Roth IRA in excess of the permissible amount. The rollover to the Roth IRA itself is not an excess contribution. You have not mentioned making any contribution to a Roth IRA. Nothing about the rollover from the 401(k) is to be entered under Deductions & Credits.
‎April 2, 2023
4:35 PM