MarilynG1
Expert Alumni

Retirement tax questions

Yes, your 1099-R may report a Rollover from your 401K to a Roth 401K. 

 

Enter your 1099-R as shown, and pay attention to the follow-up questions asked in TurboTax. 

 

If you received a pre-tax deduction for your 401K Contribution, you will be taxed on the amount you rolled into the Roth 401K. 

 

Click this link for more info on 401K Rollover to Roth

 

 

[Edited 03/20/2020 | 7:58 PM]

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