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1099-R - Did you move this money from a 401(k) to a Roth 401(k)?
Hi
I have two 1099-Rs from my previous employer.
1. 1st 1099 R is for my Roth 401k amount from my previous employer, which was rolled over to my new employer which shows that amount under "Roth rollover".
2. 2nd 1099-R is for my 401k pre-tax plus company match amount from my previous employer, which was rolled over to my new employer, which shows that amount under "Rollover".
Now when I am entering my 1099-Rs, Turbotax asks me a question for my 2nd 1099R with the larger pre-tax amount that was rolled over - "Did you move this money from a 401(k) to a Roth 401(k)?"
Should this say Yes or no?
It doesn't ask me the same question for the first 1099-R with much lesser amount.
‎April 9, 2025
4:49 PM