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jaccompaq
New Member

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?

 
2 Replies
NCperson
Level 15

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?

you answer 'yes'. 

dmertz
Level 15

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?

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.

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