dmertz
Level 15

Get your taxes done using TurboTax

Is any amount shown in box 5?

 

When TurboTax asked, did you correctly indicate that you rolled the distribution over to a Roth 401(k) or Roth 403(b)?

 

On an code-G Form 1099-R there can be no amount of tax withholding shown in box 4 or the state withholding boxes; tax withholding is not permitted on an IRR.

 

An IRR is reported with code G and no other code in box 7.

 

If you still are not seeing the correct amount being included on Form 1040 line 5b, try deleting the 1099-R and reentering it.