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scottydukebartle
New Member

1099-r questions

We rolled over a 401K from my wife's work into a traditional ira, do I answer no to all of the questions about whether or not it was rolled into a Roth IRA? Thank you
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KenH1
New Member

1099-r questions

Correct.  That is very important.   Traditional to Roth would be a taxable event.,

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1 Reply
KenH1
New Member

1099-r questions

Correct.  That is very important.   Traditional to Roth would be a taxable event.,

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