Joem100
Level 1
05-04-2021
05:18 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Positive. Not a Roth 401K.
In any event, I found the solution, inadvertently.
On page 2 of the 1099-R worksheet, you can indicate that it was rolled to a Roth IRA. That takes care of the issue.
Thanks for looking at this.