topic How do I enter information from form 5498 in Retirement tax questions

How do I enter information from form 5498

bpear65 — Sun, 01 Mar 2026 09:36:05 GMT

I rolled over a 401K and a Roth 401K

DanaB27 — Sun, 01 Mar 2026 16:06:30 GMT

You should have received a Form 1099-R for this conversion. You will enter the Form 1099-R in TurboTax:

Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”
Enter Form 1099-R information and continue.
On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "Yes" (assuming you have Code G in box 7)

bpear65 — Sun, 01 Mar 2026 16:12:12 GMT

Thank you! I thought the transfer was being treated as income but I guess the Box G signified that it was a rollover.

much appreciated!