jsryan793
Returning Member

Get your taxes done using TurboTax

Using that process places the $12.10 in line B2 as a traditional IRA rollover and shows $1.35 in line B4 as an amount that may be rolled or converted to a Roth IRA.  Nothing shows up in line B6.

 

It also is flowing $1 to my F8606 as a traditional IRA conversion to my Roth in line 18.

 

I'm thinking more and more the 1099R was issued incorrectly as a taxable distribution.  Perhaps it shouldn't have been issed at all.