I rolled funds from my 401K to a traditional IRA, then from the IRA to a Roth IRA. How do I answer the question " Was this money rolled over to a Roth IRA?

jaccompaq · ‎January 21, 2020

NCperson · ‎January 21, 2020

you answer 'yes'.

dmertz · ‎January 21, 2020

This question is apparently appearing during entry the code G Form 1099-R. If so, the correct answer is No since this rollover was to a traditional IRA.

I rolled funds from my 401K to a traditional IRA, then from the IRA to a Roth IRA. How do I answer the question " Was this money rolled over to a Roth IRA?

Retirement tax questions

Retirement tax questions