- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
‎April 22, 2022
1:52 PM