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Level 2

Question

Rollover tax question

Forum|Forum|4 years ago
May 24, 2022
1 reply
13 views

rollover not taxed

TurboTax Deluxe Online

Level 15

What is your question about a rollover? This is a message forum, not live chat. You have to post all the details of your question and wait for someone to respond.

What kind of rollover are you asking about? Is it a rollover from one retirement account to another? Did you already do the rollover, or are you planning to do it? Did you get a Form 1099-R for the rollover? If so, what is the distribution code in box 7 of the 1099-R? What kind of account did the rollover come from? What kind of account did the rollover go into? Be specific about the types of accounts. There are many different types of retirement accounts, often with similar names. Was the money transferred directly from one account to the other, or did you get a check made out to you from the old account, and then deposit it in the new account?

Do not post any personal information or contact information. This is a public web site.

martirosovAuthor

Level 2

Previous employer's Empower Non Roth IRA had rollover to a Fidelity Roth IRA and was not taxed. How to pay taxes?

Another question: if I move now from Fidelity Roth IRA to Traditional Ira I still need to pay taxes? Thank you.

Alumni - Champ

Please read this entire thread:

Can I transfer my ROTH IRA to a traditional IRA, w... (intuit.com)