dmertz
Level 15

Retirement tax questions

I was under the impression that $17,830.84 was in box 5 of the original Form 1099-R.  If box 5 of the original form is zero, the portion rolled over to the Roth IRA is taxable and there should be nothing in box 5 of the split Form 1099-R that is used to report the portion rolled over to the Roth IRA.