About mbnixon

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Solved Re: Is turbotax handling 1099-R for 401k rollover and roth ira conve...

Thanks for your help.😊Box 5 is populated, and I confirmed with my Financial Institution that it is a non-taxable event.

mbnixon

Updated Feb 25, 2025
Solved Re: Is turbotax handling 1099-R for 401k rollover and roth ira conve...

I believe the portion that rolls into the Roth would be taxable since it came from my 401K rollover that was all pre tax.

mbnixon

2

Updated Feb 25, 2025
Solved Re: Is turbotax handling 1099-R for 401k rollover and roth ira conve...

sorry I mistyped the amount in the 1st corrected 1099RBox 1- 417552.35Box 2A- 0Box 2B total distribution checkedBox 5- 0Box 7-G

mbnixon

4

Updated Feb 25, 2025
Solved Re: Is turbotax handling 1099-R for 401k rollover and roth ira conve...

Hello,I also have an issue with TT recognizing the portion of my 401K rollover that is to a Roth IRA (as income).My 1099R-Box 1 435,383.19Box 2A- 0Box 2B- total...

mbnixon

5

Updated Feb 25, 2025

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Date Registered	‎February 23, 2025 1:06 PM
Date Last Visited	‎March 24, 2025 4:23 PM
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