GeorgiaOnMyMind
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Thank you so much! This was breaking my brain!!
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Do you have a single 1099-R and part went to a Roth and part to a Traditional IRA? -- YesWhat code is in box 7? -- Gwhat is in box 2a, -- $0What is in box 5? --...
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Thank you for the information. My 401k administrator had the 1099-R, and I entered it into TurboTax. It still says I'm making an excess Roth contribution when I...
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I will follow up with the bank to ask about the 1099-R, and I'll report back!
Activity Feed for GeorgiaOnMyMind
- Posted Re: Can you provide instructions of how to enter after tax 401K rollover to Roth IRA, with profits being moved to a traditional IRA? I only received 5498 forms from my bank. on Retirement tax questions. April 11, 2020 9:44 AM
- Posted Re: Can you provide instructions of how to enter after tax 401K rollover to Roth IRA, with profits being moved to a traditional IRA? I only received 5498 forms from my bank. on Retirement tax questions. April 10, 2020 6:49 AM
- Posted Re: Can you provide instructions of how to enter after tax 401K rollover to Roth IRA, with profits being moved to a traditional IRA? I only received 5498 forms from my bank. on Retirement tax questions. April 9, 2020 11:37 AM
- Posted Re: Can you provide instructions of how to enter after tax 401K rollover to Roth IRA, with profits being moved to a traditional IRA? I only received 5498 forms from my bank. on Retirement tax questions. March 29, 2020 11:11 AM
- Posted Can you provide instructions of how to enter after tax 401K rollover to Roth IRA, with profits being moved to a traditional IRA? I only received 5498 forms from my bank. on Retirement tax questions. March 29, 2020 11:01 AM