Activity Feed
- Posts
- Replies
-
I agree it's a conversion (Traditional to Roth), but the following language comes from IRS Instructions for 2023 1099-R (page 5):For a direct rollover of a dist...
-
An "In Plan Roth Rollover" from Traditional to Roth is taxable and reported with code G.
-
My client made a Roth IRA contribution, and it looks like it's an excess contribution.Her spouse did an in-plan Roth rollover.If he had done rollover to his Rot...
