PApop
Returning Member

Get your taxes done using TurboTax

I believe you are correct and the form was completely incorrectly by the retirement benefits firm.  IRA/SEP/Simple is not checked on the 1099 or when entered into Turbotax.  I believe line 5 of the 1099R should be my basis or after tax contributions to the 401K, line 1 should show the full amount transferred, and line 2A should be $0.  This was the way my form appeared in prior years.