- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes, it should not be income...and on my test, it is not. So now time for few questions:
1. Did this 1099-R come from "a qualified plan, a section 403(b) plan, or a governmental section 457(b) plan" or from an IRA?
2. How did you answer "Rollover of 401(k) to Roth 401(k)"?
3. How did you answer "Was the money rolled over to a Roth IRA"?
4. How did you answer the disaster distribution questions?
5. Are you using the CD/download version of TurboTax or the Online version?
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 28, 2025
12:34 PM