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Get your taxes done using TurboTax
yes, it's a trustee-to-trustee direct rollover, Alight directly mailed the check to Vanguard, before that I was on the phone with both of them to make sure it's a Roth 401K rollover to Roth IRA.
The distribution code in box 7 is H,
box 2a Taxable amount is blank
box 2b: Taxable amount not determined total distribution
box 5: it shows my contribution amount
box 11 1st year of desig. Roth contrib 2011
March 21, 2022
9:57 PM