Dom_Nick
Level 2
01-13-2023
06:12 PM
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Taxpayer works in a tech company and made after-tax 401k contribution to the traditional 401K account and rollover the after-tax portion to the designated Roth 401K account through the in-plan conversion. Under the Income Section > Pensions, IRAs (1099-R) > Rollovers, do I need to to check the box "Rollover of non-designated Roth account to designated roth account”? What does this check box suppose to do?
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