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Level 1
January 22, 2020
Question

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?

  • January 22, 2020
  • 2 replies
  • 33 views
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2 replies

Level 15
January 22, 2020

you answer 'yes'. 

Level 15
January 22, 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.