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Get your taxes done using TurboTax
TurboTax recommends that you get a corrected 1099-R from your pension broker if your form has "$0" in Box 2a and "G" in Box 7. If your pension broker will not do that, you can change Box 2a.
If you enter your form as down and tell TurboTax you rolled the amount amount a Roth, TurboTax will assume your paid tax on the entire amount and will show the rollover as nontaxable.
If that's not true, change Box 2a to match Box 1. TurboTax will make the amount in 2a the taxable amount.
Check your Form 5498 to what is being reported in Box 3 Roth Conversion amount. This form also goes to the IRS.
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March 25, 2022
2:55 PM