Get your taxes done using TurboTax

You have to indicate in TurboTax that you moved the money to a Roth 401(k).

Enter your form 1099-R by following these steps:

1. In TurboTax Online, open your tax return
2. Click on Federal in the left-hand column, then on Wages & Income
3. Navigate to the list of income categories
4. Locate the section Retirement Plans and Social Security and click on the arrow on the right
5. Click Start next to IRAs, 401(k), Pension Plan Withdrawals (1099-R).
6. Enter your form 1099-R and follow the interview
7. When you arrive to the page Did you move the money from a 401(k) to a Roth 401(k)?, click on the radio button Yes, I moved the money to a Roth 401(k), Roth 403(b) or a 457(b) plan and Click Continue
8. The rollover will then be taxed.