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Roth 401(k) to Roth 401(k) Rollover
When changing jobs, if I rolled over my Roth 401(k) from my old company to a Roth 401(k) with my new company, how should I answer this question in Turbo Tax?
"Did you move this money from a 401(k) to a Roth 401(k)?
This includes rollovers from a regular 401(k), 403(b) or 457(b) plan to a designated Roth 401(k), 403(b) or 457(b) plan."
I answered "No," and then it later asks if I rolled the money to a Roth IRA, which I also answered "No." Just making sure I'm answering these correctly. My 1099-R shows that none of the distribution was taxable, and it shows a distribution code G.
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‎February 20, 2025
3:38 PM