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Get your taxes done using TurboTax
If this was an In-plan Roth Rollover of pre-tax funds in a 401(k) to any kind off Roth account, the Form 1099-R with a 0 in box 2a is wrong. If the plan will not correct the Form 1099-R, you'll need to prepare a substitute Form 1099-R (Form 4852) with the correct taxable amount in box 2a. Preparing a substitute Form 1099-R in TurboTax will require that you print and mail your federal tax return.
‎April 22, 2022
5:53 PM