Joem100
Level 1
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  • 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 wasrolledto a Roth IRA. ...
    Joem100
    1
    May 04, 2021
  • On advice from his broker, client rolled over his 401K account balance to a Roth IRA. Taxable event. The 1099-R shows the rollover amount as taxable. The distri...
    Joem100
    3
    May 04, 2021
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