jknecht
Level 3
12-06-2019
06:35 PM
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My client is wanting to roll his 401K into a Roth 401K because they have little income now.
I am confused as to what forms and where it should be entered.
It appears I need to take the 13.1 Pension and IRA and enter the distribution and such but in the Rollover section it only talks about rolling into a Roth IRA not a 401K. I want to make sure that is okay to use or is there a hidden 401K Roth Rollover box somewhere?
Thanks.
I am confused as to what forms and where it should be entered.
It appears I need to take the 13.1 Pension and IRA and enter the distribution and such but in the Rollover section it only talks about rolling into a Roth IRA not a 401K. I want to make sure that is okay to use or is there a hidden 401K Roth Rollover box somewhere?
Thanks.
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