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New Member
posted May 31, 2019 11:01:53 PM

401 k rolled over to a traditional IRA via scottrade....but my choice doesnt states only Roth, not traditional

Is this 1099-R reporting a rollover of funds from a 401(k), 403(b), or governmental 457(b) plan to a designated Roth 401(k) or Roth 403(b) plan?

Yes, this money rolled over to a designated Roth 401(k) or 403(b) account.

No, this money didn't roll over to a designated Roth 401(k) or 403(b) account.

0 2 841
2 Replies
Level 15
May 31, 2019 11:01:54 PM

Since the money was rolled over to a traditional IRA, answer No to both questions asking about a rollover to a type of Roth account.  To report this distribution properly, TurboTax only needs to know that the distribution was not rolled over to any type of Roth account.

New Member
May 31, 2019 11:01:56 PM

You would answer "No, this money didn't roll over to a designated Roth 401(k) or 403(b) account." and then the next question in TurboTax should be "Was this Money Rolled Over to a Roth IRA?, Yes, this money rolled over to a Roth IRA account or No, this money wasn't rolled over to a Roth IRA account.  


(see attached screenshot)