About K-Dog

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Solved Re: 401K partial rollover to ROTH with 1099-R indicating $0 in block...

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...

K-Dog

Updated Mar 02, 2025
Solved Re: 401K partial rollover to ROTH with 1099-R indicating $0 in block...

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...

K-Dog

Updated Mar 02, 2025
Solved Re: 1099-R Distribution Location

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...

K-Dog

1

Updated Feb 17, 2025
Solved Re: 401K partial rollover to ROTH with 1099-R indicating $0 in block...

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...

K-Dog

4

Updated Mar 02, 2025

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