@Val18 wrote:
Had similar issue with tax withheld on a DIRECT rollover, but cannot get turbotax to recognize the tax owed on the withheld tax amount. I think it is because of the "G" code in box 7. Any way around this within Turbo tax? Or should I "fake" it out using a "1" code as early distribution, and use the taxable amount as the amount of tax withheld?
Explain what you mean "recognize"?.
What was rolled to what?
What is on box 2a? Was this a Roth IRA conversion?
Was tax withheld in box 4?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
