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Level 2
April 12, 2026
Question

Pretax 401(k) direct rollover to a Roth IRA

  • April 12, 2026
  • 1 reply
  • 52 views

I need to report my 401K pretax rollover to a Roth IRA as income. How do I do this in turbotax. I answered yes to "did you roll this into a Roth" and it is still not taxing it.

    1 reply

    VolvoGirl
    Level 15
    April 12, 2026

    What code is in box 7 on the 1099R?   Did you get two 1099R, 1 from the 401K and one from the IRA?    It may be a rollover from the 401K to the IRA and then a conversion from the IRA to the ROTH IRA.   

    SharmonAuthor
    Level 2
    April 12, 2026

    Distribution code is G.  No additional 1099R received.