Pl. clarify.
Background:
A) For year 2022 I contributed post tax dollars via my employer's 401K plan in each pay check. And the provider's plan allowed me to move it immediately into Roth 401K account every pay check. And this does not involve any taxable transaction, and all the money is post-tax. At the end of 2022 I received a 1099-R with a distribution code H in the box 7, and gross distribution in box1.
B) For year 2022, I also contributed to my employer's deferred tax 401K plan. Since I am 63 years and eligible, I rolled this part into my IRA to manage it by myself. So at the end of 2022 I also received another 1099-R with a distribution code G in the box 7. But the Gross contribution amount in box 1 appears to include box 5 roth contribution (of case A) in this form besides the tax-deferred contribution. And box 5 in this form is nothing but box 1 (gross contribution) of the above case A.
I ensured that A + B fits into the allowed IRS limits, including employer contributions.
My question:
I used TurboTax premium and entered both these 1099-Rs and it does treat both as non-taxable transactions. But shows sum of box1 of both as total withdrawals. However, box 5 of case B form is also in box 1 of case A, and is thus double counted and shows so in total withdrawal amount!
So do I skip entering case A form, and just enter case B form only?
If not, how to make turbotax not to double count Case A gross distribution (box1)
