RobertB4444
Expert Alumni

Retirement tax questions

The system thinks that you converted the rollover to a traditional IRA.  You need to go back through the questions and make sure that you specified that it was rolled over into a Roth IRA.

 

In addition the 1099-R needs to be correct.  The amount in box 2 should be the same as the amount in box 1 and the code in box 7 should be '2'.

 

@curiousgeorge06 

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