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bldubey
Level 1
April 13, 2021
Question

I have a client that took a dist from their 401k and rolled it into a Roth IRA, however, I am unable 2 get the program 2 show it as a 3 year event. The r/o was indirect.

  • April 13, 2021
  • 2 replies
  • 13 views
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2 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
April 13, 2021

Can you get the 3 year spread for a roth conversion?   

The idea was to take money out because you were adversely affected by Covid, not to convert to a ROTH.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    qbteachmt
    qbteachmt
    Level 15
    April 13, 2021

    "that took a dist from their 401k and rolled it into a Roth IRA, however, I am unable 2 get the program 2 show it as a 3 year event. The r/o was indirect."

    This doesn't qualify for disaster distribution.

    The disaster qualification would only be a rollover that is a nontaxable event. The provision isn't for taxable conversions.

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