In 2017 I rolled over ROTH 401k to my Roth IRA, including earnings. I also rolled over pre-tax contribution to Rollover IRA. However, I missed to report these 2 until now.
For the ROTH 401k to ROTH IRA - I do not see any 1099-R that was created / provided by the plan admin.
For the pre-tax portion, I do see there is a 1099-R from 2017 with below information.
#1 = $$
#2b - Total distribution is checked.
#7 - G
#13 - State code & Payer's state #
- How do I report this in turbo tax?
- Which year should this be reported into, do I have to go back into 2017 and amend or can this be added into 2021 itself.
- What should I do for the ROTH 401k to ROTH IRA piece since I do not have the 1099-R.
I believe at least the ROTH 401 to ROTH IRA information has to go into tax return so that the IRA Information worksheet can record the right basis for the ROTH accounts.
Please advice.
