rsherwin
New Member

Retirement tax questions

It was a taxable transaction because it went from the pre-tax part of the 401k to the Roth (it was a Roth conversion but it was in plan).  I think I found a question at the bottom of the 1099 turbotax form that if I click it, all is well.  Thanks for your help.  It was item B7.  Somehow it didn't get clicked (probably my fault