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1099R Code H Error
Direct rollover from Roth 401k to Roth IRA. Non-taxable distribution. Entered Distribution amount in Line 1. Entered 0.00 in Line 2a (taxable amount). Both boxes UNCHECKED in 2b. As soon as I enter the correct CODE H in box 7, it taxes the entire distribution.
Support said that if I enter the same amount in 2a as the distribution amount in Line 1 it will work. But this is wrong.
$0.00 is the amount listed on my 1099R, Line 2a and this the amount that should be entered. This needs to be corrected.
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‎February 18, 2020
9:40 PM