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Get your taxes done using TurboTax
FYI, the Distribution Code is H. I've typed all the data in using step by step to no avail so I switched to Forms mode and think there are issues. Box B1 is checked (entire distribution rolled over) this is a conversion, not a rollover. Box 3 is checked (check if the designated Roth distribution was rolled over into a Roth IRA). This is a traditional 401K so not a Roth distribution. Box B4 is the amount of this distribution that may be rolled or converted to a Roth IRA. This is blank and I cannot enter any numbers there. Box B5 (Check this box if the entire amount on line B4 above was converted to a Roth IRA. I can check this box but it doesn't do any good because Box B4 amount is blank.
Hope this clarifies my question.
March 19, 2025
3:14 PM