Brian3222
New Member

Code H

I did a direct roll over of Roth IRA funds from my 403B to E trade

 

Got 1099R from 403B company .

 

Box 7  has code H in it: "Direct roll over into Roth."   ----------as this is what I did

 

Turbo tax then says I owe $7100 in taxes for this.

 

Box 2 is blank ---NOTHING in it,   box 2b is checked  " taxable amount not determined"     Box 4: '0" for fed tax withheld.

403B company says their 1099 is correct.

Whats the deal?   Is this a malfunction in Turbo tax?