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March 31, 2024
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Is TTax correctly handling Mega Backdoor Roth 401k?

  • March 31, 2024
  • 1 reply
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Hi,

 

I needed help to clarify if TurboTax is correctly handling taxes regarding my 1099-R and a Mega Backdoor Roth 401k conversion.

 

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    Best answer by MikeD555

    after some research on some forums within my employer's internet and Google search, I found this article

     

    https://thefinancebuff.com/mega-backdoor-roth-in-turbotax.html

     

    which provided great guidance and confirmed that the institution issued a correct 1099-R and TurboTax is handling it correctly

    1 reply

    MikeD555AuthorAnswer
    March 31, 2024

    after some research on some forums within my employer's internet and Google search, I found this article

     

    https://thefinancebuff.com/mega-backdoor-roth-in-turbotax.html

     

    which provided great guidance and confirmed that the institution issued a correct 1099-R and TurboTax is handling it correctly