Hi,
In my case, I contributed $200 to after-tax 401K, which is converted to Roth 401K automatically by in-plan Roth conversion. This generates me a 1099-R with distribution code G and box1 $200.
But in the mid of the same year, I did a mega backdoor rollover $100 from Roth 401k account to Roth IRA account. This generates another form 1099-R, with distribution code H and box1 $100.
I put both 1099-R into TurboTax (desktop version), it generates a form 1040 with $300 in line 5a. Is this expected? $100 rollover was originally came from the $200 after-tax contribution, would $100 be double counted in line 5a with such result?
Thanks
