MarilynG
Expert Alumni

Retirement tax questions

You said you rolled over 401k to traditional IRA then IRA to Roth. You should have a non-taxable1099-R with Code G to report the rollover from 401k to traditional IRA.  Conversion from IRA to Roth reported on Form 8606.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"