Hi everyone, this is the first time I am using this forum and I want to thank the community for this support. In 2024 I did a roth conversion from my IRA to a Roth IRA in TIAA. In the 1099-R, box 1 has the amount converted, box 2a has the same amount as taxable amount. Box 7 code is G, and the IRA/SEP/Simple has an X. When I entered this in Turbotax and answered questions it said for Roth conversions the code should be 1, 2 or 7 instead. When I contacted TIAA they said they wont issue a corrected 1099R and suggested I contact a CPA rather than try to file it on Turbotax. Given the short turnaround time for filing day, I am hoping there is a solution.
thank you.
