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Roth 401k rollover to Roth IRA then withdraw from Roth IRA
Where do I annotate a older roller in Turbo Tax. I can not find where I enter my 2021 Roth 401K to Roth IRA rollover. I rolled over $34k (of which $24k was contribution) to my Roth IRA. The Roth 401k was opened in 2016 and transfer was 2021, fullfilling that 5 year rule. The Roth IRA was opened in 2008, so fullfilling that 5 year rule. I took a with draw of $34k against the roth IRA in 2023 but can not find anyplace to annotate a $34k roll over into the account (it was shown on my 2021 taxes).
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‎January 27, 2024
11:27 AM