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  1. J

    401k In-Plan Roth Conversion 1099-R with no taxable amount

    @gramm15 Was the converted money originally put into the 401k as a "pre-tax deferral" or an "after-tax contribution"? If you had been making only pre-tax contributions into your 401k and converted that to Roth, then you're right that something is wonky. I wasn't aware that plans commonly...
  2. J

    IRS released 401k and IRA contribution limits for 2024

    @jfhodge852 The poster you replied to is probably just scheduling their IRA contributions to line up with their paychecks; bi-weekly = every two weeks. This is simply a personal choice, IRA contributions have no direct connection to your pay schedule. The IRS does not care how often you add...
  3. J

    Received an additional W-2 for $8.60 after I filed my taxes

    @futaba How did you file your 2020 return? IIRC, the IRS isn't accepting e-filed returns until mid-February, so if you used something like TurboTax / FreeTaxUSA t may be possible to "pull back" your return, make the corrections, then re-submit. If that's not an option, then sure you could...
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