Thank you all for the answer and comments. Recap: In 2017 converted 20k from a Prudential 403b to a bank Roth IRA. Age 60. Not retired yet. Got hard copy 1099-R from Prudential, showing: 20k in 1 "Gross distribution", 20k in 2a "Taxable amount", and "G" in 7 "Distribution code(s), with "IRA/SEP/SIMPLE" unchecked. The data is entered as is into TurboTax 1099-R. Result: on 1040 form, line 16a "Pension and Annuities" shows "20k", 16b "Taxable amount" shows "0", with "ROLLOVER" next to it. Prudential says "G" is correct code.
dmertz, to fix the issue, you suggested "make sure in the follow-up to indicate that you rolled the entire amount to a Roth IRA..". Could you explain"in the follow-up"? Is that part of the questions and answers, or...? (I'm using forms view directly.) I'd like to try but don't know where to start. Thank you very much.
