topic 457(b) rolled into an IRA but NOT a Roth IRA. in Retirement tax questions

457(b) rolled into an IRA but NOT a Roth IRA.

Nance5 — Tue, 10 Feb 2026 11:30:02 GMT

I have a 1099-R from a 457(b) account that was rolled into a regular IRA after I retired.

The instructions ask if it was a Roth IRA but not if it was a regular IRA.

How do I answer?

Re: 457(b) rolled into an IRA but NOT a Roth IRA.

KrisD15 — Sat, 17 Feb 2024 01:35:24 GMT

Answer "No, this money wasn't rolled over to a Roth IRA account."

You are able to have rolled it into a regular IRA, the program asks if it was rolled into a Roth because then the program would need additional information.

Re: 457(b) rolled into an IRA but NOT a Roth IRA.

dmertz — Sat, 17 Feb 2024 02:24:42 GMT

For a code-G Form 1099-R, when you answer No to the questions that ask if the distribution was rolled over to some kind of Roth account, TurboTax automatically treats the distribution as a rollover to a traditional IRA or to a traditional account in an employer plan without any need to make that explicit.