jeffhimburg
Returning Member

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.