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April 15, 2025
Question

annuity expired so i rolled over to a Roth IRA in 2024. i don't see that question asked in turbo

  • April 15, 2025
  • 1 reply
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turbo is asking did i move money from 401K to a roth 401k

    1 reply

    April 15, 2025

    If TurboTax is asking if the distribution was rolled over to a Roth 401(k) , your Form 1099-R apparently has code G in box 7 and the IRA/SEP/SIMPLE box is unmarked.  After answering No to the question that asks if the distribution was rolled over to a Roth 401(k), TurboTax will ask if the distribution was rolled over to a Roth IRA.