After tax 401k rollover to Roth IRA - basis not being added to Roth IRA

[user17753156791]

I contributed after tax dollars to my 401k, and then rolled that over to a Roth IRA.  I received a 1099R and input that into Turbo Tax.  Turbo Tax did not show this rollover in the Roth IRA basis calculation.  How can I get this rollover to be included in the Roth IRA basis (presumably as a current year addition) - so it carry forwards correctly to next year?

[dmertz · Accepted solution]

If the amount does not appear on line 36 of TurboTax's IRA Information Worksheet, it would seem that you have not properly told TurboTax that this was rolled over to a Roth IRA.

I assume that the Form 1099-R has code G in box 7 and the IRA/SEP/SIMPLE box is not marked.  When entering this form, make sure to answer No when asked if this money was rolled over to a Roth 401(k), Roth 403(b) or Roth 457(b), then answer Yes when asked if you rolled the money over to a Roth IRA.

[user17753156791]

That worked - thank you!