@dmertz That is an interesting point. Do you have any reference as to why they would not allow In Plan Conversions or Roll Overs? I did go back through each 1099-R and it did deducted the one code 7 but not the one coded G. Something to keep in mind for the future
Worksheet 2-1. Modified Adjusted Gross Income for Roth IRA Purposes in IRS Publication 590-A
#2 states: Enter any income resulting from the conversion of an IRA (other than a Roth IRA) to a Roth IRA (included on Form 1040, 1040-SR, or 1040-NR, line 4b) and a rollover from a qualified retirement plan to a Roth IRA (included on Form 1040, 1040-SR, or 1040-NR, line 5b)
Technically the In Plan Conversion/Rollover is not an IRA but it is essentially the same principle going from Traditional to Roth, paying taxes and you don't receive any income so it really makes no logical sense to exclude those but we are talking about the government.
