As I understand your question. You made excess contributions to a traditional IRA that were not deductible. Your company, with your authorization, recharacterized that money into a ROTH 401-K, or ROTH IRA.
With that being the case you should answer the question:
Did you make after-tax contributions to a 401(k), 403(b), or 457(b) plan? = Yes
The reason the box on the next question is blank is that you could have recharacterized an amount that was different than that in Box 5 of your 1099-R.
- You could have chosen to take some cash back.
- You could have had a carryover from a previous year.
If this doesn't resolve the question, please give us some clarification.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
