Wisconsin 2010: Qualified Pensions Conversions to Roth
Certain customers, who had qualified pension plan conversions to a Roth account, may have filed an incorrect tax return
TurboTax has fixed this issue.
How to tell if you are impacted:
You may be affected if ALL of the following are true:
- You filed a 2010 Wisconsin return prior to April 5, 2011 AND
- You rolled over a qualified retirement pension (ie, 401k, 403b) into a Roth account AND
- You chose to pay the entire tax on your Roth conversion in 2010
If you are affected, you may have underpaid your state tax. You will need to amend your state tax return.
If you need to contact us, please use the phone number in the email from TurboTax and tell the representative you’re calling about the Wisconsin 2010: Conversions to Roth.