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Retirement tax questions
I am having the same issue. I had a 401(k) Roth rollover to a Roth IRA (distribution code H). Box 4c was checked as "Rollever" but the gross distribution amount was being put into Box 5a (not 5a). Hence, there was a mismatch between rows 4 and 5. My return was rejected saying:
Description of error:
If Form 1040, 'IRADistributionRolloverInd', 'IRADistributionQCDInd' or 'IRADistributionOtherInd' is checked, then 'IRADistributionsAmt' or 'TaxableIRAAmt' must have a non-zero value.
What needs to be done:
This return cannot be filed at this time due to a processing error that will be corrected on March 13, 2026. On or after this date, open the rejected return, review it for errors, and resubmit the return for electronic filing.
March 9, 2026
11:16 AM