Hi,
Thank you for your response.
The 1099-R from Vanguard for my 401k rollover does have an amount in box 5 showing my Roth 401k contributions. That amount was directly rolled over into my Schwab Roth IRA without me touching it, and then the distribution I took was from my Schwab Roth IRA.
The 1099-R from Schwab for my Roth distribution uses code "J" and TurboTax is telling me that the Schwab distribution is taxable.
There's nowhere that I can see that TurboTax is my Vanguard Roth 401k rollover money toward my Schwab Roth IRA contributions, and my taxes owed jumped up when the Schwab 1099-R was entered. Can you please tell me where I can confirm this within the TurboTax program?
