Jameson94
Returning Member

Get your taxes done using TurboTax

I have the exact same situation and the 401k provider (the ones with the baby in their recent commercial) claims that their 1099-R is correct with box 2a as $0.  In-plan rollover from pre-tax 401k to roth 401k in 2021.  And TurboTax shows 1040 box 5b as $0 even though I click the "this was a rollover from 401k to roth 401k" which I had assumed would correctly report it as taxable.  

 

Any new insights here? 

 

The provider isn't going to change the 1099-R, and my read of the instructions "https://www.irs.gov/instructions/i1099r#en_US_2022_publink[phone number removed]" tend to support their case, I think.