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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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dmertz
Level 15

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

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.

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