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I am surprised that this is not more commonly known. This should not be confused with a Backdoor Roth IRA. Per Fidelity, a Mega Backdoor Roth IRArequires 2 step...
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Thank you. I tried the simple input and when there is $0 taxable amount, then like you, the "Rollover" shows up in line 5b of the 1040.However, my client has a ...
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Hi George: the only distribution code in the 1099R is G.
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Hi, a client made after-tax contributions to a 401k in 2022 and conducted a direct rollover to a Roth IRA. After inputting the 1099-R, how can I get line 5b of ...
