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?

431

Level 15

Jan 21, 2020 6:31:59 PM

you answer 'yes'.

Level 15

Jan 21, 2020 7:09:09 PM

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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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?