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Retirement tax questions
You should be able to report your Roth 401(k) rollover to a Roth IRA in TurboTax under the section for 1099-R forms. Look for the option to enter retirement income, and select the appropriate form for your rollover. Make sure to indicate that it was a direct rollover to a Roth IRA so it's classified correctly. Since your Roth IRA was opened before 2008, it should satisfy the 5-year rule for tax-free withdrawals, but if you have further questions, it might be helpful to consult TurboTax support or a tax professional for guidance.
‎October 17, 2024
12:46 AM