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K
KD81_2
Level 2
March 23, 2023
Question

how do i input money moved from one qualified plan (457 pre-tax) to another qualified plan (457 Roth post -tax).

  • March 23, 2023
  • 1 reply
  • 16 views

Hi.  My client moved from one qualified plan (457 pre-tax) to another qualified plan (457 Roth post -tax).   I know it is taxable now.  How do I report this?  Is it a conversion?  distribution?  contribution?

 

Thanks.

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1 reply

Skylane
SkylaneIntuit Community Champion
Intuit Community Champion
March 23, 2023

What paperwork did you receive? Probably a conversion 

If at first you don’t succeed…..find a workaround
K
KD81_2Author
Level 2
March 23, 2023

Hi.  I received a 1099R with "G" in box 7.  Distribution amount is 20,000; Taxable amount is 20,000.

I may have figured it out.  On the 1099R Worksheet, I checked box B5.  This seems to have worked?

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