The statement regarding "$5000 if MFS on Fed" was found on the Itemized Deductions Worksheet for PIT-RES/PIT-NON at line 5e under "Taxes you paid" in forms view...
It depends on what question you are asking. You can convert the Roth 401K to a Roth IRA at any time, however the Roth IRA contribution has its own 5 year clock ...
