ss60
New Member

Retirement tax questions

I have 2 1099-R's for the same money.  Moved 401k from prior employer to Traditional IRA and then moved that same money from Traditional IRA to Roth IRA.  When I answer all the questions correctly the summary "doubles" the money as income.  It is the same money, 2 transactions.

 

One is not taxable, the move from traditional ira to Roth IRA is taxable (which I was made aware of).