MM681
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Hey thanks so much for your assistance. With your help I think I figured it out. So, I was taxed on the company match as well as the employee stock purchase pro...
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Hi, it's the same as box 5B as you noted.Yet, I'm still not sure why it's taxable!:(
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Hi thanks for all the information you provided and your help. Upon reviewing my tax form my 1040 Box 5B has the word rollover next to it. However, it also has a...
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Hi thanks so much for your quick response.i'm unable to preview my tax return as I have not completed the payment workflow. So I'm not sure what's in the box 5b...
Activity Feed for MM681
- Posted Re: I performed a direct rollover from my roth 401k to my roth IRA. I've had my Roth for < five years and Roth IRA for > five yrs. Why am I being taxed on the rollover? on Retirement tax questions. April 10, 2021 4:16 PM
- Cheered Re: I performed a direct rollover from my roth 401k to my roth IRA. I've had my Roth for < five years and Roth IRA for > five yrs. Why am I being taxed on the rollover? for macuser_22. April 10, 2021 4:16 PM
- Posted Re: I performed a direct rollover from my roth 401k to my roth IRA. I've had my Roth for < five years and Roth IRA for > five yrs. Why am I being taxed on the rollover? on Retirement tax questions. April 10, 2021 4:08 PM
- Cheered Re: I performed a direct rollover from my roth 401k to my roth IRA. I've had my Roth for < five years and Roth IRA for > five yrs. Why am I being taxed on the rollover? for macuser_22. April 10, 2021 3:47 PM
- Posted Re: I performed a direct rollover from my roth 401k to my roth IRA. I've had my Roth for < five years and Roth IRA for > five yrs. Why am I being taxed on the rollover? on Retirement tax questions. April 10, 2021 3:46 PM
- Posted Re: I performed a direct rollover from my roth 401k to my roth IRA. I've had my Roth for < five years and Roth IRA for > five yrs. Why am I being taxed on the rollover? on Retirement tax questions. April 10, 2021 3:28 PM
- Posted I performed a direct rollover from my roth 401k to my roth IRA. I've had my Roth for < five years and Roth IRA for > five yrs. Why am I being taxed on the rollover? on Retirement tax questions. April 10, 2021 3:14 PM