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Pre tax 401k rollover to Roth
I rolled my company's pretax 401K balance to a Roth IRA. The trustee issued a 1099r showing zero taxable in box 2a and code G in box 7. I asked the trustee to issue a corrected 1099r with the full amount in box 2a and distribution code 2 in box 7 and they refused. I keep getting advice to not change the fields from the 1099r while entering in TurboTax. So how do I record this information in TurboTax so that I pay the appropriate tax on the conversion? I have gone through the questionnaire on what I did with the money and selected the radio button that I put it in a Roth, but the tax due is not updating.
‎April 5, 2021
2:08 PM