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Get your taxes done using TurboTax
What interview questions don't you understand?
What you described is simply a 401(k) to a Roth IRA which is taxable. Nothing that you described has anything to do with a "backdoor Roth".
What code is in box 7 on your 1099-R? If a code G then it was a direct rollover and you simply check the box that the money was moved to a Roth IRA which would be taxable.
If a code 7 or 1 then you just say that you moved the money to another retirement account and converted to a Roth IRA.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎January 25, 2021
1:52 PM