dmertz
Level 15

Get your taxes done using TurboTax

Opus 17 is assuming that you are doing method 1 which is simplest as long as the 401(k) plan understands that the rollover is directly to a Roth IRA, not to a traditional IRA instead.  Method 2 where the funds are first moved to a traditional IRA requires reporting the Roth conversion on Form 8606.