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Get your taxes done using TurboTax
Correct. You did not do an in plan conversion to a Roth IRA, you did an In-plan Roth Rollover to the designated Roth account in the 457(b) (which is not an IRA). Even though the TurboTax developers failed to mention 457(b) in the question that asks if was rolled over to a Roth 401(k), answer Yes to that question. The rollover was not to a Roth IRA.
‎February 2, 2024
4:36 PM