dmertz
Level 15

Retirement tax questions

Something seems wrong with the way this is being reported.  The payer is to use code H in box 7 of the Form 1099-R for a direct rollover from a Roth 401(k) to a Roth IRA and, for code H, TurboTax does not ask the question that you are asking about.

 

Your question also seems to state variously that the distribution was from a Roth 401(k) and from a Roth IRA.  It can't be both.  A 401(k) is not an IRA.

 

What is the code in box 7 of the Form 1099-R provided by the payer?

Is the IRA/SEP/SIMPLE box marked?

Is there a nonzero amount in box 2a?