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rolled traditional 401k into roth ira

my dependent child in college rolled his previous employer's traditional 401k into his roth ira.  does this cause unearned income?  how exactly is this recorded?  we input the 1099R form (partial contribution from him) but Turbo Tax software continues to direct me to complete Form 8615 for unearned income.

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1 Reply
MaryK4
Expert Alumni

rolled traditional 401k into roth ira

Yes, the rollover is considered unearned income so you will have to complete the section to create the 8615.  You will need information from your return to complete this section.

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