About LucaX

Level 3

Member profile

Latest badges earned

Replies
Posts

Re: Turbotax marked rollover on form 1040

Just to clarify, should I answer then yes to this question for a roth in-plan conversion of after tax contributions?"Did you move this money from a 401(k) to a ...

LucaX

1

Updated Apr 02, 2025
Re: Foreign account?

Yeah, but that is about FinCEN Form 114. That one I know does not apply here. This is entirely about Form 1040 Schedule B Part III 7a Question 1.

LucaX

1

Updated Apr 02, 2025
Re: Turbotax marked rollover on form 1040

Yes, it is worth noting that box 5b was 0 both years. Also worth noting that when I hit yes to that radio box above, the word ROLLOVER disappears.

LucaX

3

Updated Apr 02, 2025
Re: Turbotax marked rollover on form 1040

It would appear having ROLLOVER is correct as I have code G marked on my 1099R from my after-tax roth conversion.It would seem the fact it was not there last ye...

LucaX

5

Updated Apr 02, 2025
Re: Turbotax marked rollover on form 1040

Also, even if I write No to all the questions, TurboTax wrote rollover on it.

LucaX

7

Updated Apr 02, 2025

Membership stats

Public Statistics

Date Registered	‎March 31, 2022 11:55 PM
Date Last Visited	‎April 2, 2025 5:47 PM
Total Messages Posted	16

Quick links

©1997-2024 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.