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Is TTax correctly handling Mega Backdoor Roth 401k?

Hi,

 

I needed help to clarify if TurboTax is correctly handling taxes regarding my 1099-R and a Mega Backdoor Roth 401k conversion.

 

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Accepted Solutions

Is TTax correctly handling Mega Backdoor Roth 401k?

after some research on some forums within my employer's internet and Google search, I found this article

 

https://thefinancebuff.com/mega-backdoor-roth-in-turbotax.html

 

which provided great guidance and confirmed that the institution issued a correct 1099-R and TurboTax is handling it correctly

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1 Reply

Is TTax correctly handling Mega Backdoor Roth 401k?

after some research on some forums within my employer's internet and Google search, I found this article

 

https://thefinancebuff.com/mega-backdoor-roth-in-turbotax.html

 

which provided great guidance and confirmed that the institution issued a correct 1099-R and TurboTax is handling it correctly

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