Hi:
In 2021 I did an in-plan direct rollover from my Individual 401k to my Individual Roth 401k. This rollover should be taxable.
My broker issued a 1099-R with the correct amount in Box 1 but $0 in Box 2a. Code G in box 7.
I entered the 1099-R into TurboTax as presented. I then checked yes to the "Is this 1099-R reporting a rollover of funds from a 401(k) plan to a designated Roth 401(k) plan".
But, when I look at the 1040, the distribution shows up as not taxable (1040 line 5b is $0).
Does anyone have any insight as to what's going on here and how I can get this correctly reported?
Thanks.
