LucaX
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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 ...
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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.
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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.
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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...
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Also, even if I write No to all the questions, TurboTax wrote rollover on it.
Activity Feed for LucaX
- Posted Re: Turbotax marked rollover on form 1040 on Get your taxes done using TurboTax. April 2, 2025 2:03 PM
- Tagged Re: Turbotax marked rollover on form 1040 on Get your taxes done using TurboTax. April 2, 2025 2:03 PM
- Posted Re: Foreign account? on Get your taxes done using TurboTax. April 2, 2025 1:47 PM
- Tagged Re: Foreign account? on Get your taxes done using TurboTax. April 2, 2025 1:47 PM
- Posted Re: Turbotax marked rollover on form 1040 on Get your taxes done using TurboTax. April 2, 2025 1:36 PM
- Posted Re: Turbotax marked rollover on form 1040 on Get your taxes done using TurboTax. April 2, 2025 1:03 PM
- Tagged Re: Turbotax marked rollover on form 1040 on Get your taxes done using TurboTax. April 2, 2025 1:03 PM
- Posted Re: Turbotax marked rollover on form 1040 on Get your taxes done using TurboTax. April 2, 2025 1:00 PM
- Tagged Re: Turbotax marked rollover on form 1040 on Get your taxes done using TurboTax. April 2, 2025 1:00 PM
- Posted Re: Turbotax marked rollover on form 1040 on Get your taxes done using TurboTax. April 2, 2025 12:58 PM
- Tagged Re: Turbotax marked rollover on form 1040 on Get your taxes done using TurboTax. April 2, 2025 12:58 PM
- Posted Re: Foreign account? on Get your taxes done using TurboTax. April 2, 2025 12:52 PM
- Tagged Re: Foreign account? on Get your taxes done using TurboTax. April 2, 2025 12:52 PM
- Posted Re: Foreign account? on Get your taxes done using TurboTax. April 2, 2025 12:06 PM
- Tagged Re: Foreign account? on Get your taxes done using TurboTax. April 2, 2025 12:06 PM
- Posted Rollover on 1040 form on Get your taxes done using TurboTax. April 2, 2025 12:04 PM
- Tagged Rollover on 1040 form on Get your taxes done using TurboTax. April 2, 2025 12:04 PM
- Posted Re: Foreign account? on Get your taxes done using TurboTax. April 2, 2025 11:58 AM
- Tagged Re: Foreign account? on Get your taxes done using TurboTax. April 2, 2025 11:58 AM
- Posted Turbotax marked rollover on form 1040 on Get your taxes done using TurboTax. April 2, 2025 11:47 AM