I posted a 1099-R in TurboTax Premier with the guidelines you described. I did get an error message that a code "G" should not have the IRA box checked, (I agree with that). However, I ignored that and went on:
- Did you move the money to a Roth IRA? = Yes
- Double check Box 7 and the IRA box on your 1099-R = This is correct
- Did you make after-tax contributions to a 401(k) or 403(b) plan? = Yes, and the amount
I continued to the end and the return was posted correctly, and there was not an error in the Federal Review.
You can check the posting of the 1040.
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On the menu bar on the left that shows.
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My Info
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Federal
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State
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Review
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File
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Select Tax Tools
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On the drop-down select Tools
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On the popup menu
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Select View Tax Summary
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On the left sidebar
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Select Preview my 1040
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See line 4a & 4b
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