I moved the money in a 401A to a Roth IRA. When I received the 1099R the Box 1 distribution was 18,416.47 but the box 2A taxable amount was 0.00. When i question the custodian the answer I received was "you don't get taxed on the money until you take it out." I thought since it was a conversion to a Roth IRA it should be taxable. They refuse to correct the 1099R. When I enter all the info into TurboTax exactly as the 1099-R is written in the IRA Information Worksheet there is a line for Roth IRA that are not taxable at conversion. (I was surprised) Question 1 Will TurboTax track these pretax dollars in my Roth IRA? Question 2 Does it track the pretax dollars in the Roth IRA with form 8606 or some other official form or do I have to track these pretax dollars in the Roth IRA myself? I am using Turbo Tax Premier
