eschutho
New Member

Retirement tax questions

"More then likely if this was a distribution form a 401(k) plan then the issuer of the 1099-R coded it to be rolled into a Traditional IRA and not a Roth." Yes, this was a pre-tax 401K that was rolled into a Roth IRA.  The IRA/SEP/SIMPLE box on the 1099-R is checked.