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dude1234
Level 2
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  • Re: Roth Conversion 1099-R

    Thanks for the help. This fixes the error.
    dude1234
    Updated Oct 14, 2023

  • Re: Roth Conversion 1099-R

    After entering all the 1099-R box info in, I get prompted with "What did you do with the money from XXX" and I answered "Moved the money to another retirement a...
    dude1234
    2
    Updated Oct 14, 2023

  • Re: Roth Conversion 1099-R

    If I remove K it still gives me a message "Good News: You don't owe extra tax on this money. Based on your entry for box 7 on 1099-R, you don't need to pay any ...
    dude1234
    Updated Oct 14, 2023

  • Re: Roth Conversion 1099-R

    The only question is asks before the box entry for the 1099-R is "Tell us which 1099-R you have" and I selected the first option "Form 1099-R, withdrawl of mone...
    dude1234
    Updated Oct 14, 2023

  • Re: Roth Conversion 1099-R

    Box 1 and box 2a have the same amount and the IRA/SEP/SIMPLE box is marked.There was nowhere to indicate a “rollover” so that’s also where I was confused.
    dude1234
    7
    Updated Oct 14, 2023
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