I have a Roth 401k that I rolled over to a Roth IRA. This checks rollover in 4c with no value, and the return is rejected. Am I correct this should be line 5 only?

brian-halcomb · ‎March 10, 2026

Amended return, using TurboTax Online so I can't uncheck that box.

ThomasM125

Yes, the distribution from a 401-K plan should be reflected in line 5 of your Form 1040. I suggest you look at your Form 1099-R entry. You should have seen code G or H in box 7 and should not have checked the IRA box next to the Box 7 entry. If you can't edit the entry properly, you can delete the Form 1099-R entry and re-enter it.

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dmertz

@brian-halcomb , you are correct. This bug has been corrected with the March 12 TurboTax update.

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I have a Roth 401k that I rolled over to a Roth IRA. This checks rollover in 4c with no value, and the return is rejected. Am I correct this should be line 5 only?