1099-R Rollover from 401K to Roth $401K

[yogi521P]

All conversions from 401(K) to Roth IRA are considered income (current value - base) and are taxable.

[macuser_22]

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@yogi521P wrote:

All conversions from 401(K) to Roth IRA are considered income (current value - base) and are taxable.

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READ the thread.   This was NOT a Roth conversion but a non-taxable rollover to another before-tax account.

[chapinreyes]

Hello!

Ok I have deleted the form and starting from scratch in this section.  So now that we know the Rollover went from a 401K to another pre-taxed 401, this should not be considered income to me correct?  So To do this right in turbo tax, how should I answer the following - see 2 screenshots:

Also since I did not receive income, but I performed a rollover and I did get a 1099-R.  SO if I answer NO, then I cannot enter the 1099R.  So I need to answer YES, eventhough I did not get any retirement income? 

[macuser_22]

You answer YES because you DID receive income even if it was not taxable income and was roiled over you simply put that income into another tax deferred retirement account.  It is income but not taxable income. If not reported the IRS will assume that the rollover did not happen and you kept the money and will send a bill for the tax on the amount of the distribution.

Just enter the 1099-R exactly as it is.

That is why you report is on a income tax return.