Hal_Al
Level 15

Retirement tax questions

You can do a rollover between a regular 401(k) and a Roth IRA, but it requires that you make a stop at a Traditional IRA (TIRA) first. You do a 401(k) rollover, to a TIRA first. Then you do a Roth IRA conversion.

So, how you handle it depends on what's on the 1099-R(s). A Roth conversion is taxable