posted

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

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'.

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.

Found what you need?

Start my taxes

Already have an account? Sign In

(4.6/5 | 291,310 reviews)

Still have questions?

Make a post

Or browse the Forums

About Community

Learn about taxes, budgeting, saving, borrowing, reducing debt, investing, and planning for retirement.

3.49m
Members

2.62m
Discussions

Quick links

First Time Here?

Community Do's & Don'ts

Upcoming Events

Ready to file your taxes?

How will changes in life affect next year’s refund?

Predict refund

Meet your expertsAll Experts >

Employee Tax Expert

BBA-Specialization: Accounting, MBA- Specialization: Asset Management, EA

Employee Tax Expert

I am an Enrolled Agent. I worked for the I.R.S. for 33 years. I spent my last 11 years at the I.R.S. in Mand...

Employee Tax Expert

Been with Intuit for going on 6 years now. Been part of TTLive, Full Service TTL, was part of Accuracy guaran...

Employee Tax Expert

Enrolled Agent with 10+ years of tax preparation experience

Employee Tax Expert

Enrolled Agent since 2008, Intuit Tax Expert since 2011.

Manage cookies

Why sign in to the Community?

Do you have a TurboTax Online account?

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?

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?

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?

Found what you need?

Top help articles

Still have questions?

About Community

3.49m Members

2.62m Discussions

Quick links

3.49m
Members

2.62m
Discussions