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Retirement tax questions
I am not seeing those type of questions. I have two types of rollovers. A 401k and a Roth. The 401k asked me if I moved it from a 401k to a Roth. Which we did not. We rolled straight over to another 401k.
in my pa state tax return it is asking for a “basis” on the Roth. I entered the total amount of the Roth we rolled over and it took the amount I owed to PA away. Is that the right thing to do?
February 5, 2024
8:44 AM