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1099R
In 2022, I moved funds from my 401(k) to a designated Roth 401(k). It was an in-plan rollover (IRR). I also paid the estimated federal taxes on this distribution in 2022 from a separate account. I received a 1099R that listed the distribution in box 1 and $0.00 in box 2a. In box 7 the code is "G" which says it was a direct rollover. When I enter this information, TurboTax incorrectly tells me that I will get the federal taxes that I paid for this IRR process refunded. How do I enter the information to reflect the correct data?
‎February 6, 2023
11:08 AM