It was on the official IRS 1099-R form:
- Box 2a Taxable amount: non-zero
- Box 2b Total distribution box: checked
- Box 7 Distribution code(s): G
- IRA/SEP/Simple box: not checked
I was incorrect earlier, sorry -- the source of the two transactions was the same 401(k) at the same institution. But the 401(k) --> Roth IRA conversion and the 401(k) --> traditional IRA rollover were different transactions with different destinations.
I also didn't mention that I had another 1099-R for a pension distribution (different institution). The 401(k) --> Roth IRA conversion and pension distribution were both taxable and should have been combined on Federal 1040, line 5b. TurboTax only entered the pension distribution amount on 5b -- the taxable amount from the 401(k) --> Roth IRA conversion (box 2a on the 1099-R) was not transferred to my 1040. I believe this is a TurboTax limitation.
So I emailed the institution today that sent me the single 1099-R for the two 401(k) transactions and asked if they could send me a 1099-R for each transaction separately. I'm hoping that will allow TurboTax to combine the Roth conversion with the pension distribution on 1040 line 5b.
Thank you for your help.
