dmertz
Level 15

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?