You're very welcome! I'm glad I could help clear things up for you. It can definitely be tricky navigating through all the rules about contributions and rollove...
You should be able to report your Roth 401(k) rollover to a Roth IRA in TurboTax under the section for 1099-R forms. Look for the option to enter retirement inc...
It sounds frustrating to have your Newport Group account marked as "inactive" when it’s actually still active. This could be a syncing or account recognition is...
