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I rolled money from a 401(k) into a Roth IRA, but when TT asks if this is a rollover and I click "Yes," it reverts to "No" upon saving. Have others had this issue?

 
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Accepted Solutions
dmertz
Level 15

I rolled money from a 401(k) into a Roth IRA, but when TT asks if this is a rollover and I click "Yes," it reverts to "No" upon saving. Have others had this issue?


This question is only asked for TurboTax to be able to determine what page to ask next, so TurboTax has no need to save your answer and you cannot revisit this page to review your previous answer.  Each time that you visit the page asking this question you must answer correctly and move on.

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5 Replies
dmertz
Level 15

I rolled money from a 401(k) into a Roth IRA, but when TT asks if this is a rollover and I click "Yes," it reverts to "No" upon saving. Have others had this issue?


This question is only asked for TurboTax to be able to determine what page to ask next, so TurboTax has no need to save your answer and you cannot revisit this page to review your previous answer.  Each time that you visit the page asking this question you must answer correctly and move on.

I rolled money from a 401(k) into a Roth IRA, but when TT asks if this is a rollover and I click "Yes," it reverts to "No" upon saving. Have others had this issue?

This makes complete sense -- I see what you mean! Thank you for your help; thanks to you I will likely be able to submit this today.

I rolled money from a 401(k) into a Roth IRA, but when TT asks if this is a rollover and I click "Yes," it reverts to "No" upon saving. Have others had this issue?

Sorry if this approach is considered rude, but I need to direct a question on another tax question to dmertz. If anyone can tell me how to do that please reply to my reply. I'm kinda in a tight spot for time. I think dmertz can provide a quick answer based on his answers I've already read.

I rolled money from a 401(k) into a Roth IRA, but when TT asks if this is a rollover and I click "Yes," it reverts to "No" upon saving. Have others had this issue?

@dmertz

Someone is looking for you. 

dmertz
Level 15

I rolled money from a 401(k) into a Roth IRA, but when TT asks if this is a rollover and I click "Yes," it reverts to "No" upon saving. Have others had this issue?

@install4you , ask a new question and "mention" me by putting a "@" in front of my user ID.

https://ttlc.intuit.com/community/forums/postpage/board-id/209

 

I don't do private messaging.

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