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"Where I was getting hung up with Fidelity is they kept saying my rollover was not considered distributed but rather just rolled over into the Roth IRA. Terminology seems to be the culprit here. They also said the contributions & earnings within the Roth 401K would be transferred as well but it appears this should only apply if the funds in the Roth 401K were considered non-qualified which is not the case for me."   What they were likely saying is that the funds were not distributed to you.  It's still a reportable distribution from the Roth 401(k) and a rollover to the Roth IRA.  You can't have a rollover without a corresponding distribution.  The distribution from the Roth 401(k) indeed consisted of a pro rata mix of contributions and earnings, but the distinction is moot because the distribution from the Roth 401(k) was a qualified distribution.   I'm not sure what amount will appear in box 5 of the Form 1099-R but I suspect that it will only show the portion that was contributions, not the entire box 1 amount.  If that's the case, you'll have to adjust your Roth IRA contribution basis in TurboTax because TurboTax only uses the amount in box 5 of a code-H Form 1099-R as the automatic addition to basis.  However, in your case the entire amount rolled over became basis.  You would make this adjustment by adding to your cumulative basis for prior years the difference between box 1 and box 5.  An alternative would be when entering this Form 1099-R into TurboTax you enter into box 5 of TurboTax's 1099-R form the same amount as is in box 1.  Because there is no tax withholding on this form, the details of the form will not be included in your e-filing.  The entry in box 5 serves only to tell TurboTax the amount to add to contribution basis on its IRA Information Worksheet.  Still, I think it's preferable to not alter Form 1099-R values since there is another method that produces the correct result.   Hopefully you won't need to withdraw amounts from your Roth IRA before the Roth IRA 5-year qualification period has been completed, in which case your basis in the Roth IRA wouldn't matter.  Roth distributions used for obtaining spending money deplete funds that otherwise have the potential to enjoy tax-free growth.   "fact my Roth 401K is qualified does not seem to matter."   It does not matter with respect to how this distribution from the Roth 401(k) and its rollover to the Roth IRA is taxed.  Such a rollover is nontaxable whether or not it's qualified.   "Fidelity also says the rollover cannot be considered a contribution to the Roth IRA as if it was, then contribution limits would apply."   Fidelity seems to be saying that it's not an ordinary contribution.  It is indeed a rollover contribution and will be reported as such in box 2 of the Form 5498 for this Roth IRA.