2524253
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How do I properly report a Traditional IRA to 401k Plan "Roll In?" Directly between accounts. TT is giving me an error and is confusing it with a Roth Conversion.

This is on a gross distribution form. Reported by Fidelity. This is not a taxable event, but IRS indicates it does need to be reported.
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
dmertz
Level 15

How do I properly report a Traditional IRA to 401k Plan "Roll In?" Directly between accounts. TT is giving me an error and is confusing it with a Roth Conversion.

Ignore the error message from TurboTax that suggest that this Form 1099-R has anything to do with a Roth conversion.  The message is the result of a programming error in the online version of TurboTax and everyone who has done such a rollover is getting the same bogus message.  Ignoring the message will have no effect on your tax return.

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question