My 1040 5a also does not show the word ROLLOVER.
I've done an after-tax contribution of $38,500. And an in-plan ROTH conversion within the 401k. No IRA. There would not be a form 5498 submitted by a financial institution since this is not an IRA. Do I need to worry?
The 1099-R is correct:
Box 1 38,500.00
Box 2a 0.00
Box 5 38,500
Box 7 Distribution Code is G.
On the 1040:
5a is 38,500.00
5b is 0.00.
I noticed this a few hours after E-filing via Turbotax Online Self Employed.
