Retirement tax questions

DianeW777 · ‎March 25, 2024

The answers should be as follows:

Is this 1099R reporting a rollover of funds from a 401(k) or 403(b) account? -Yes the rollover is from a 401(k) to a Roth IRA per your notes.

Select Qualified Plan > None to Do any of these situations apply to you? and None was an RMD > Select I converted some or all of this to a Roth IRA
Answer Yes if you Did you convert all of this $____ to a Roth IRA >

This should apply the taxable amount to your return and account for the rollover to the Roth IRA.

[Edited: 03/25/2024 | 4:27 PM PST]

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