K-Dog
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Heads-Up one other issue I had with my ROTH conversion in Turbotax that you may want to watch out for.I did my conversion in Q3 last year sending in large pre-p...
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To properly end this discussion, let me explain what I discovered ACTUALLY happened. My current money manager had my 401K source move the $50K to them as a dire...
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I have the same situation converting some funds from my 401K to a ROTH. I have no "non-deductible" amounts involved, Box2a correctly shows the entire box 1 amou...
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Thank You for your rapid reply.In re-reading my original post, I realize I confused people with my wording. I rolled over PART ($50K) of my 401k, but the ENTIRE...
Activity Feed for K-Dog
- Posted Re: 401K partial rollover to ROTH with 1099-R indicating $0 in block 2A (Taxable Amount) on Retirement tax questions. March 2, 2025 11:02 AM
- Cheered Re: This year TurboTax says I owe a penalty tax? For converting from traditional to Roth IRA. My magi is about $182k. for Opus 17. March 1, 2025 4:04 PM
- Cheered Re: 1099-R Distribution Location for MarilynG1. February 17, 2025 12:06 PM
- Posted Re: 401K partial rollover to ROTH with 1099-R indicating $0 in block 2A (Taxable Amount) on Retirement tax questions. February 12, 2025 6:37 AM
- Cheered Re: 401K partial rollover to ROTH with 1099-R indicating $0 in block 2A (Taxable Amount) for dmertz. February 12, 2025 6:17 AM
- Posted Re: 1099-R Distribution Location on Get your taxes done using TurboTax. February 11, 2025 2:51 PM
- Cheered Re: 1099-R Distribution Location for taxprepny99. February 11, 2025 1:44 PM
- Posted Re: 401K partial rollover to ROTH with 1099-R indicating $0 in block 2A (Taxable Amount) on Retirement tax questions. February 11, 2025 8:20 AM
- Cheered Re: 401K partial rollover to ROTH with 1099-R indicating $0 in block 2A (Taxable Amount) for dmertz. February 11, 2025 8:09 AM
- Posted 401K partial rollover to ROTH with 1099-R indicating $0 in block 2A (Taxable Amount) on Retirement tax questions. February 10, 2025 4:06 PM