- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Get your taxes done using TurboTax
I'm wondering if you imported that 1099-R or typed it in manually.....or perhaps failed to answer the required follow-up question telling the software it went into a ROTH IRA
I just entered one (windows desktop software) with just a code G, and all the $$ in box 2a was properly added to line 5b of the form 1040, with "Rollover" printed along-side of it. (Assuming box 2a was a positive non-zero number)
When entering it you do need to answer the follow-up questions to indicate it was rolled to a ROTH IRA.
(you do NOT indicate it was rolled to a Roth 401k, or Roth 403b on a page preceding that)
__________________________
I did the same thing for several years (Fidelity too) and never had an issue with it being properly reported on the TTX generated 1040.