We did a direct rollover from my wife's pension plan into a Roth IRA account in 2020. I fully expected to have a tax bill as a result of this rollover for the taxable portion of the pension distribution. However, when I received the 1099-R form from the custodian, box 2a had a taxable amount of zero and box 7 code a code of "H". Based on my understanding of what we did, I believe we should have a value greater than zero for in box 2a and a code of "G" in box 7, since we did a direct rollover from a pension to a Roth IRA. When I enter my 1099-R info into TurboTax as it appears on our form, it does not add anything to my tax bill, it's as if its a completely non-tax event, but I believe we should be paying taxes on the taxable portion of our rollover since it was rolled from a non-Roth account into a Roth IRA.
Is my 1099-R form incorrect? If so, how do I resolve this issue?
