Form 1099R In-plan roth convesion

Forum|Forum|3 years ago
March 26, 2023
1 reply
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Hello,

Need help with 1099-R (for in-plan ROTH conversion)

I made the after-tax contributions to my company 401K and then performed in-plan ROTH conversion of the same amount. I received a Form1099R with code G.

After I entered all the entries for 1099-R, it asks me

Did you move this money from a 401(k) to a Roth 401(k)?

- Yes, I moved the money to a Roth 401(k), Roth 403(b), or a 457(b) plan

- No, I didn’t

What should I select for my situation above? Could you please provide guidance on this?

TurboTax Premier Online

Best answer by DanaB27

You will select "Yes, I moved the money to a Roth 401(k), Roth 403(b), or a 457(b) plan". TurboTax will ask about after-tax contributions in the follow-up question.

DanaB27Answer

Level 15

You will select "Yes, I moved the money to a Roth 401(k), Roth 403(b), or a 457(b) plan". TurboTax will ask about after-tax contributions in the follow-up question.

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