"I'm performing a cash to Roth 60-day rollover (bound by the 12-month limitation)."No, the deposit into the Roth IRA of the $9,600 withheld for taxes from the t...
Roth conversions such as this are not involved in the once-per-12-months rollover limitation. Only traditional IRA-to-traditional IRA and Roth IRA-to-Roth IRA r...
If the plan uses value in the 401(k) to satisfy the loan after you have left the company, it would be done as an offset distribution, not a deemed distribution....
The only thing that the SECURE 2.0 Act did with regard to Roth contributions was require that catchup contributions to employer plans for highly compensated emp...
Those of us who do these estimates regularly use the desktop version of TurboTax rather than the online version. The desktop version usually allows entering For...
Sign In
Canada (English)
EN
