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Retirement tax questions
Maybe I can explain my observation better.
I received one 1099-R from a financial institution that reported both a 401(k) --> IRA rollover and an IRA --> Roth IRA distribution (separate transactions, same institution). The IRA --> Roth IRA distribution was reported in box 2a on the 1099-R (taxable) with Distribution Code G in box 7 (direct rollover). I believe the 1099-R is accurate.
I carefully entered the 1099-R info into TurboTax Deluxe for Windows desktop, but the taxable amount in box 2a of the 1099-R did not transfer to federal form 1040 lines 4a and 4b (they remain blank).
I have revisited this many times to look for any errors I made and the result is the same. I believe there is an error in TurboTax underreporting my income (but I'm willing to be wrong).