bberth
New Member

Rollover of 401(k) to Roth 401(k)

My husband started a new job in 2023 and rolled over his 401k. At his new position, he has a 50/50 traditional 401k and Roth 401k. For the Turbtotax question "Is this 1099-R reporting a rollover of funds from a 401(k), 403(b), or governmental 457(b) plan to a designated Roth 401(k) or Roth (403(b) plan," would we say yes or no in his situation?

 

Thank you.