- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Based on the answer above, it appears that Box 7 on the 1099-R entry screen is not functioning correctly for 401K to Roth conversion codes. When I enter the (correct) code "G-Direct rollover and rollover contribution" from my provided 1099-R form, I would expect to be prompted later for the details about the new Roth conversion when I'm going through the IRA screen. That is not the case. I see only the carried-forward details of the conversion I made the previous (2017) tax year. As a result, the IRA Information Worksheet is not being updated with the new 2018 conversion info. Please advise.
‎June 6, 2019
8:06 AM