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Retirement tax questions
If TurboTax is asking if the distribution was rolled over to a Roth 401(k) , your Form 1099-R apparently has code G in box 7 and the IRA/SEP/SIMPLE box is unmarked. After answering No to the question that asks if the distribution was rolled over to a Roth 401(k), TurboTax will ask if the distribution was rolled over to a Roth IRA.
‎April 15, 2025
6:13 AM