I believe the poster said when answer "truthfully" that it *was* rolled to a Roth then it becomes taxable and that is correct because conversion a before-tax 401(k) to a after-tax Roth IRA becomes taxable at the time of the conversion. Only if the 401(k) contained any after-tax money that should be in box 5 on the 1099-R would that amount not be taxable.
To be s non-taxable rollover a code G 1099-R 401(k) rollover would have to be rolled into a Traditional IRA and not a Roth IRA.
Is there any amount in box 5 on the 1099-R?
Answering yes to the 2nd (rollover to Roth IRA) question will then have another screen that asks if there are any any after tax contributions which would be the box 5 amount. Otherwise the entire box 1 amount will be taxable.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
