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Get your taxes done using TurboTax
Yes, you will select "Yes, this money rolled over to designated Roth 401(k) or 403(b) account" to the "Is this 1099-R reporting a rollover of funds from a 401(k) to a designated Roth 401(k) plan?" question.
Yes, this was a conversion, ignore that this questions is using the word "rollover". You moved the money from the 401(k) to Roth 401 (k), therefore you will answer "Yes" on this screen.
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‎April 9, 2024
1:22 PM