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Get your taxes done using TurboTax
The code in Box 7 for the rollover 1099-R is G. The amount in Box 1 is much larger than Box 5. This is because later in 2024, I rolled all of my pre-tax 401K contributions into a new Traditional IRA. Box 2a has a value of 0.
If I answer 'yes' to the TurboTax question:
Did you move this money from a 401(k) to a Roth 401(k)?"
then later TurboTax asks me:
Did you make after-tax contributions to a 401(k), 403(b), or 457(b) plan?
to which I answer yes, and give the full after-tax rollover amount.
But neither Form 8606 Line 22 nor Line 24 get populated by TurboTax.
If I don't answer yes to the first question above, then the rollover amount is never asked about by TurboTax.
‎February 22, 2025
10:21 PM