IF it went from a traditional retirement acct of some kind to a ROTH retirement account, then you need to answer some follow-up questions after the main form that indicate what type of ROTH it went into, only then do the $$ in box 2a show up for it in 1040, line 5b.
Just tried it for a 401k-to-ROTH IRA and worked OK, Box 1 $25,000, box 2a $20,000, box 5 $5,000 and 20,000 ended up on line 5b of 1040/1040SR
Yes, you can have a G in box 7, for directly sending from a traditional acct to a ROTH acct. (at least it worked for me for several years when I did so just before reaching RMD age, without another code...AND I just did so with Desktop Premier with no errors noted)
,,,but maybe not if the following is the case?? ↓
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i.e. WAIT ! Was the person for that 1099-R age 73 or older in 2024?
If so, then you have to make sure the person's RMD is taken first, and if that is the case, could be some issues with how it has to be reported.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
