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New Member
posted Apr 14, 2025 8:24:24 PM

annuity expired so i rolled over to a Roth IRA in 2024. i don't see that question asked in turbo

turbo is asking did i move money from 401K to a roth 401k

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1 Replies
Level 15
Apr 15, 2025 6:13:17 AM

If TurboTax is asking if the distribution was rolled over to a Roth 401(k) , your Form 1099-R apparently has code G in box 7 and the IRA/SEP/SIMPLE box is unmarked.  After answering No to the question that asks if the distribution was rolled over to a Roth 401(k), TurboTax will ask if the distribution was rolled over to a Roth IRA.