Hi. My client moved from one qualified plan (457 pre-tax) to another qualified plan (457 Roth post -tax). I know it is taxable now. How do I report this? Is it a conversion? distribution? contribution?
Thanks.
What paperwork did you receive? Probably a conversion
Hi. I received a 1099R with "G" in box 7. Distribution amount is 20,000; Taxable amount is 20,000.
I may have figured it out. On the 1099R Worksheet, I checked box B5. This seems to have worked?
