Do you need to use the simplified method worksheet to calculate the taxable amount?

[eleven13]

So I have a 1099 R, I rollover the entire 401k to a roth IRA in 2022 due to I change my job to another company. I was asked this question "Do you need to use the simplified method worksheet to calculate the taxable amount?" Should I choose yes or no?

[dmertz]

The Simplified Method only applies to periodic distributions.  A rollover to a Roth IRA is not a periodic distribution.  Choose No.