How to Handle a Linked Account that is Split Between Roth and Regular 401(k)
I have a 401(k) that is partially in a Roth. When the account is linked, it places it all into one account. How do I tell the program that part of it is a Roth?
You can specify the percent of a 401(k) that is in a Roth. The program assumes this percentage stays the same forever.