- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Thanks! So I still need to find out why the amount I rolled over from my Roth 401K into Roth IRA is being counted on Line 2 of Form 8606.
On my 1099-R, the distribution code is "H" -> Direct rollover of a designated Roth account distribution to
a Roth IRA.
I deleted and re-inserted this 1099-R but the amount still goes to Line 2 of Form 8606. Any idea how I can fix this?
Thanks!
March 30, 2025
3:50 PM