Taxable amount in 2a is zero. I did not indicate that I rolled this money over to a Roth IRA.
This 401(k) was from an old employer. Maybe that is why? Either way the software did not prepare the Form 5329.
The 'tax expert' at TurboTax assured me that this is correct. I was surprised as this was an early contribution and I had not met any of the standard qualifying exceptions. Her only explanation was that it was because it was Roth and had been there for at least 5 years. We walked through my entire process of how I keyed all of this into TurboTax and she had 20 years experience. So I took her word for it. Guess I will find out the hard way if the IRS sends me a bill lol.
