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Retirement tax questions
Thanks so much for your reply however, when I went to look over the questions again they appear confusing. The first one asks, "Did you move the money to a Roth IRA?" Mine just went to a regular IRA so I said No.
The second question is, "Did you move this money from a 401(k) to a Roth 401(k)?" Also states: This includes rollovers from a regular 401(k), 403(b), or 457(b) plan to a designated Roth 401(k), 403(b) or 457(b) plan.
The Yes answer states: Yes, I moved the money to a Roth 401(k), Roth 403(b), or a 457(b) plan. Is this the one I should be checking yes? Seems like it should include the term IRA also.
‎January 31, 2025
3:01 PM