dmertz
Level 15

Retirement tax questions

Is the amount in box 2a of the code G Forms 1099-R zero on both the forms provided by the payer and on TurboTax's 1099-R form?  If not (and perhaps has the same amount as is in box 1), the form is reporting a taxable rollover to a Roth IRA or a designated Roth account.  A code-G Form 1099-R for a rollover to a traditional account must always have a zero in box 2a.

 

You seem to have said that the amount on Form 1040 line 5b is the same as is on line 5a, but I don't see how that could be possible, especially with the PSO notation present.  As far as I know, when an amount on line 5a is present, the amount on line 5b will always be less than the amount on line 5a.