JohnB5677
Expert Alumni

Get your taxes done using TurboTax

You are correct that the value of 2a on the 1099-R should be taxable on your 1040 tax return.

 

I've posted this in the online version of TurboTax, and it came out correctly.

 

Go to Wages & Income:

  1. IRA, 401(k), Pension Plan Withdrawals (1099-R)
  2. Select your 1099-R
  3. Continue
  4. Post the 1099-R info
  5. Is the IRA/SEP/SIMPLE box on this 1099-R checked? = NO
  6. Did this money come from a Roth IRA? = NO
  7. Did you move this money from a 401(k) to a Roth 401(k)? NO
  8. Where is your distribution from?
    1. None of the above
  9. Do any of these situations apply to you?
    1. None of these apply
  10. Did you move the money to a Roth IRA?
    1. Yes, this money was rolled over to a Roth IRA
  11. Did you make after-tax contributions to a 401(k) or 403(b) plan? = NO

This resulted in Box 5a being total distribution, and  Box 2a (1099-R) in 5b.

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