dmertz
Level 15

Retirement tax questions

Since there is no tax withholding shown on this Form 1099-R, the fact that you did not mark the IRA/SEP/SIMPLE box on TurboTax's 1099-R form will not be communicated to the IRS in your e-filing.  However, the fact that the IRA/SEP/SIMPLE box is marked on the form that the IRS receives from the plan might make them wonder where the rollover contribution indicated on the Roth IRA's Form 5498 came from.  For a rollover or conversion to a Roth IRA there should be a corresponding Form 1099-R, and a form with code G with the IRA/SEP/SIMPLE box marked does not correspond.  So as DianeW777 said, be prepared to explain if the IRS ever questions this rollover.