dmertz
Level 15

Retirement tax questions

No, the IRA/SEP/SIMPLE should not be marked.  The rollovers that @dyoon001 did are from an employer plan like a 401(k), not from an IRA.

 

If box 2a of the code-G Form 1099-R has a nonzero amount in box 2a, this Form 1099-R is reporting a rollover to a Roth account, not a rollover to a traditional rollover IRA.  Assuming that box 2a of the code-G Form 1099-R is indeed nonzero, contact the plan to obtain a corrected Form 1099-R showing $0 in box 2a.  If box 2a does not have a nonzero amount, make sure that you have entered $0 into box 2a of TurboTax's 1099-R form and that you have answered No to each of the two questions asking if this distribution was rolled over to a Roth account.