@gferlin wrote:
Thank you. I figured I would do the substitute as a last resort. I thought maybe there was an issue with how the software populates. When I click the radio button that I put the money in a Roth, TurboTax knows it is more income as it takes away the investment tax credit that was there pre-1099r entry, it just doesn't add the tax due on the rollover.
A zero in box 2a makes is not taxable. If you are converting after-tax money in a 401(k) to a Roth, the after-tax contributions would be in box 5 on the 1099-R, so box 2a would be the box 1 amount minus the box 5 after-tax money which could make box 2a zero if all after-tax money.
**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.**
