- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
457b to Roth IRA Rollover
In 2024 I received a distribution from my 457b plan from Fidelity. I converted this distribution (within 60 days) to a Roth IRA at Bank of America. I received a W2 from Fidelity listing this distribution correctly as a nonqualified plan. I did not receive any 1099R. I have talked to two person from TurboTax "Expert Help" and they have been unable to tell me how to enter this into TurboTax. It is my understanding that I need to report this on form 8606.
Can you please help with this. Thank you.
‎February 19, 2025
4:53 PM