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Retirement tax questions
Something is still wrong unless the taxable amount shown in box 2a is zero, which would be the case only if the amount in your Roth 401(k) at the time of the distribution was less than the amount of contribution basis in your Roth 401(k). If box 2a is nonzero, TurboTax will have prepared Form 5329 unless you somehow mistakenly indicated that you rolled the money over to a Roth IRA.
Having the Roth 401(k) more than 5 years (indicated by "2018" in box 11) is irrelevant since you were under age 59½ at the time of the distribution, indicated by the code 1.
May 9, 2024
4:48 PM