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Retirement tax questions
@rb6042 , an amount in box 4 equal to the amount in box 1 is highly unusual unless you received a separate Form 1099-R reporting the portion of this distribution that was converted to Roth.
Did you receive separate Form 1099-R for the portion converted to Roth? Check with the traditional IRA custodian to be sure.
If you did receive a separate Form 1099-R for the portion converted to Roth, what is the code in box 7 of that Form 1099-R?
What is the code in box 7 of the Form 1099-R that has box 4 equal to box 1?
Is the IRA/SEP/SIMPLE box marked?
‎February 27, 2021
9:18 AM