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Retirement tax questions
Does the amount listed as taxable in box 2a cause issues in calculating the tax? The dollar amount of the contribution is listed in box 2a as taxable. I thought a Backdoor Roth Conversion was a neutral tax event, so I have gone back and put a zero in the box 2a where the required 1099-R information is requested and there is a significant difference in the tax. It doesn't seem that the TurboTax questions about a rollover are addressing the presence of a "taxable amount" in box 2a.
March 25, 2025
1:03 PM