7g59J4Cv7
Returning Member

401k Roll Over to IRA with some Distribution

I am 58 and retired in 2020.  I have a 1099-R from Fidelity which managed my 401k.  I rolled over about 90% of my 401k to an IRA and this amount is shown in Box 1 of the 1099-R.  I also rolled over 7k from the remaining 401k to a Roth IRA which shows in box 2a.  But when I enter this 1099-R in Turbo Tax, the 7k is not being taxed.  On the 1099-R there are zero taxes being withheld and the Distribution code is G.   This 7000 should be taxed since it was taken from the 401k and put into a Roth