@htjones wrote:
I rolled over a 401k to a roth ira in December 2020.
My 1099R shows no taxable amount in box 2a and 2b. When entering this 1099R into Turbotax and answering the question stating that I am rolling over this 401k to a Roth, turbotax still does not count the amount as taxable.
Can someone help
Is the box 7 code G?
A zero in box 2a indicates that the 1099-R insurer directed the rollover to a Traditional IRA, not a Roth or box 2a would probably the same as box 1.
If you were issued a check to deposit the it shoukd have been payable to your Traditional IRA and should never have ended up in a Roth.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
