Retirement tax questions

I suggest deleting the 3 1099-R's and enter only one and see what is on the 1040 line 5b.    If there is a taxable amount then what code in in box 7 on the 1099-R and what is in box 2a and box 5?

 

You need to establish which one is causing the problem and the reason for it.

 

If you rolled a 401(k) to a Roth IRA then that is a taxable conversion, not a rollover.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**