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Level 2
posted Mar 30, 2024 5:16:30 PM

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.

 

<deleted details>

 

 

0 1 1353
1 Best answer
Level 2
Mar 31, 2024 8:50:37 AM

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

1 Replies
Level 2
Mar 31, 2024 8:50:37 AM

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