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Get your taxes done using TurboTax
If box 2a taxable amount has wrongly $0 then you will either have to ask the issuer if they will give you a correct Form 1099-R or you will have to make changes to your Form 1099-R to get TurboTax to report the rollover as taxable. Enter a zero in box 5 and indicate in the follow-up questions that the distribution was rolled over to a Roth IRA. Please see this excellent discussion from dmertz for additional information.
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‎February 11, 2023
9:23 AM
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