Get your taxes done using TurboTax

Thanks for your reply.

 

When I do what you suggest and answer NO instead of Yes to the question:

Did you move this money from a 401(k) to a Roth 401(k)?"

and answer Yes to the question of having moved the money to a Roth IRA,

 

Then TurboTax takes the amount in my Code 'G' 1099-R Box 1 and puts that in Form 8606 Line 24.  This makes my Roth IRA non-qualified distribution NOT taxable.  BUT, that Box 1 amount less Box 5 ends up as a taxable amount on Form 1040 Line 5b.  TurboTax acts like the Box 1 amount was converted to a Roth IRA which is NOT the case.  My Box 1 amount less the Box 5 amount was rolled over to a traditional IRA.

 

So this isn't working correctly for me either.