Hello,
Last year I rolled over a 401K from Merrill Lynch to my current employer's Roth 401K. The 1099-R form I received from Merrill has box 2a as $0.00. 2b is also unchecked. I was under the impression that this was a taxable event. In TurboTax, it did ask me if this was a conversion from a 401K to a Roth 401K and I answered yes. Although the 1099 form doesn't say it and TurboTax also does not reflect it, my gut tells me I should owe taxes on this.
Thanks in advance for any help you can give!
