Bishop88
New Member

Retirement tax questions

I have same issue with Roth 401k rollover to Roth IRA.  H is checked in Box 7 but Box 2b indicated taxable amount not determined.  The rollover is showing up as pension income on line 5b of 1040.  When I uncheck box 2b and enter $0 in Box 2a Form 1040 5b goes to $0 .  I would have assume the H in Box 7 would result in Turbotax not taxing.