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TurboTax question on 1099R doesn't include all options: "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. "
The TurboTax question on my 1099R:
"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. "
The option does not include the fact that we moved money from a 457b to a Roth IRA (Roth conversion). Should I say yes, because it was moved from a qualified plan to a designated Roth? On the 1099R box 7 is marked as G, as it was in-plan rollover from 457(b) to a Roth IRA.
Thanks!
‎February 19, 2026
9:38 AM