togatoga23
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Were you able to determine how to enter the 1099-R info as indicated in step 4? Continue "Tell us if youmoved the money through a rollover or conversion" and se...
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How can I directly edit my tax forms in TT to correctly capture this as an IRA rollover? Thanks!
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Sorry for the confusion. I think I haven't provided enough information. Let me try to clarify the situation. I did 2 direct rollovers from my 401k; most of my a...
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I believe the custodian did the rollover correctly. After-tax contributions to a 401k are allowed to be rolled over to a Roth IRA. So what we did was split the ...
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What is the code in box 7 of the Form 1099-R provided by the payer? GIs that IRA/SEP/SIMPLE box marked? NoIs any amount shown in box 4? No ($0.00)
Activity Feed for togatoga23
- Posted Re: I have a 1099-R from a 401k rollover that partially went into a Traditional IRA on Retirement tax questions. March 1, 2021 11:07 AM
- Posted Re: I have a 1099-R from a 401k rollover that partially went into a Traditional IRA on Retirement tax questions. March 1, 2021 11:01 AM
- Posted Re: I have a 1099-R from a 401k rollover that partially went into a Traditional IRA on Retirement tax questions. March 1, 2021 10:26 AM
- Posted Re: I have a 1099-R from a 401k rollover that partially went into a Traditional IRA on Retirement tax questions. March 1, 2021 9:38 AM
- Posted Re: I have a 1099-R from a 401k rollover that partially went into a Traditional IRA on Retirement tax questions. March 1, 2021 8:57 AM
- Posted Re: I have a 1099-R from a 401k rollover that partially went into a Traditional IRA on Retirement tax questions. March 1, 2021 8:19 AM
- Posted I have a 1099-R from a 401k rollover that partially went into a Traditional IRA on Retirement tax questions. March 1, 2021 7:41 AM