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Rightso
Level 3
April 28, 2022
Question

Roth IRA distribution

  • April 28, 2022
  • 6 replies
  • 38 views

A couple did a rollover of funds from their 401K to a Roth IRA account in 2020. The taxpayer passed away in 2021 leaving the spouse as sole beneficiary. They did not pay taxes on the rollover.  The spouse withdrew the whole funds from the Roth IRA  in 2021 and receive a 1099-R with code T. Does the spouse have to pay taxes on the withdrawal of the funds?

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6 replies

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
April 28, 2022
so they didn't report the transaction on the 2020 return?
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    RightsoAuthor
    Level 3
    April 28, 2022

    no they did not

    RightsoAuthor
    Level 3
    April 28, 2022

    I am sorry they included conversion as a rollover 1099-R with code G

    abctax55
    abctax55
    Level 15
    April 28, 2022

    Unless that 401K was a Roth 401K, the "rollover" was a taxable transaction.  How (if it was..) was it reported on the 2020 return?

    HumanKind... Be Both
      RightsoAuthor
      Level 3
      April 28, 2022

      they included it as a rollover that is a 1099-R with G code

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