al201
New Member

Retirement tax questions

Thank you! Yes you are correct, it was a direct rollover to a traditional IRA and then a Roth conversion. Responses below in below. In this case, is it correct for Turbotax to "double counting" the rollover amount?

 

What is the code in box 7 of the Form 1099-R from the pension plan? G

Is the IRA/SEP/SIMPLE box marked? No

Is the amount in box 2a of this form zero? Yes

Any amount in box 5? None

 

What is the code in box 7 of the Form 1099-R from Fidelity?  2

Is the IRA/SEP/SIMPLE box marked? Yes