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Retirement tax questions
I appreciate the response. However, I am not seeing a question that asked "What did you do with the money from (Name of Payer)" nor any questions that provides an option to indicate that i moved the money to another account.
The questions following inputing 1099-R information are as follows:
Is this 1099-R reporting a rollover of funds from a 401K plan to a designated Roth 401K?
Yes, this money rolled over to a designated Roth 401K account.
No it didnt.
(Note: I have checked Yes several times but when every time I go back in it reverts back to checking no)
Did you make any after tax contributions to your 401k plan? Yes or no
Select the source of this distribution and enter any other Michigan information.
With options of
Military Pension
Qualified government or public pension
Current Year conversion from a traditional IRA to Roth IRA
Pension/IRA distributions received before retirement age
Other qualified IRA distributions and private-source pensions
None of the above.
I select current year conversion from a traditional IRA to Roth IRA.