@PK02
I've done that before, and it worked out OK...i.e. $$ were properly assessed a tax by the software.
And Yes, a Fidelity, with just a single code G.
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So Questions that might apply in order to enter it properly in the software.
1) First, is box 2a the same $$ amount as box 1?
2) If not #1, then is there a $$ amount in box 5 equivalent to the amount box 2a was lowered from the box 1 value?
3) Finally, did you EDIT that 1099-R and go thru all the follow-up questions after the main page?
There is one page that asks...if the $$ were rolled into a ROTH 401k or ROTH 403b. You need to answer YES to that question...that is the only way you indicate it went into a ROTH, and the amount in box 2a gets taxed appropriately.
____________*Answers are correct to the best of my knowledge when posted, but should not be considered to be legal or official tax advice.*
