dmertz
Level 15

Retirement tax questions

Answer Yes.  This question is simply to asking if this was any kind of In-plan Roth Rollover (IRR) rather than a rollover to a Roth IRA and the TurboTax developers failed to include Roth 457(b) in the list of receiving account types.  Answering Yes avoids TurboTax inappropriately treating the rollover as adding to Roth IRA basis and avoids TurboTax excluding the taxable amount of the rollover from MAGI for the purpose of a Roth IRA contribution.

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