dmertz
Level 15

Retirement tax questions

If the distributions from the Roth IRA occurred in years following the year of the rollover from the Roth 401(k) into the Roth IRA and there were no intervening distributions from the Roth IRA, yes, include the amount from box 5 of the code H Form 1099-R in the Roth IRA Contributions box.  If there were intervening distributions, make sure that the value that you enter as your Roth contribution basis is your total basis from Roth IRA contributions and rollovers from a Roth 401(k) has been reduced by the amount of the intervening distributions.