dmertz
Level 15

Retirement tax questions

@esarnc , I assume that the amount form box 5 of the original Form 1099-R is the amount rolled over to the Roth IRA.  For the first Form 1099-R, that's correct.  You'll answer No when asked if you rolled it over to a Roth 401(k) or Roth 403(b), then answer Yes when asked if this was rolled over to a Roth IRA.

 

For the second Form 1099-R, Everything should be the same as the original except that box 1 should contain the difference between the amounts in boxes 1 and 5 and box 5 should contain a zero.  Nothing goes in box 6 or any of the other dollar-amount boxes.  For this one you'll answer No to both question that ask if it was rolled over to any kind of Roth account.

 

The code for direct rollover of a 401(k) is G, not D.  (Code D would indicate a distribution that is not eligible for rollover.)