ianh12
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Thanks. Definitely filing an amended return.
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The income used to fund my previous employers Roth 401k (established around 2010) was taxed. I rolled over theRoth 401k into a Roth IRA. The rollover triggered ...
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Roth IRA withdrawals within the 5 years of rollover date are taxable with a few exceptions which I don't qualify. So the amount is taxed twice.
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Unfortunately it's taxable since rolling over previous employer's Roth 401k to a Roth IRA resets the 5 year start date. I found this out too late.
Activity Feed for ianh12
- Posted Re: If I pay back 2024 roth ira withdrawals before 4/15/25 would my taxable go to 0 on Retirement tax questions. April 14, 2025 12:36 PM
- Posted Re: If I pay back 2024 roth ira withdrawals before 4/15/25 would my taxable go to 0 on Retirement tax questions. April 14, 2025 12:07 PM
- Posted Re: If I pay back 2024 roth ira withdrawals before 4/15/25 would my taxable go to 0 on Retirement tax questions. April 10, 2025 12:00 PM
- Posted Re: If I pay back 2024 roth ira withdrawals before 4/15/25 would my taxable go to 0 on Retirement tax questions. April 10, 2025 11:21 AM
- Posted If I pay back 2024 roth ira withdrawals before 4/15/25 would my taxable go to 0 on Retirement tax questions. April 10, 2025 9:48 AM
- Cheered Thanks. 16a had no entry but the Roth distribution was no... for cmnttnj. April 8, 2025 11:36 AM