gfunk842
New Member

Retirement tax questions

my 401k admins confirmed the form is correct, I think I found my answer after looking at <a rel="nofollow" target="_blank" href="https://www.irs.gov/pub/irs-pdf/i1099r.pdf">https://www.irs.gov/pub/irs-pdf/i1099r.pdf</a> on page 5

"For a direct rollover of a distribution from a section
401(k) plan, a section 403(b) plan, or a governmental
section 457(b) plan to a designated Roth account in the
same plan, enter the amount rolled over in box 1, the
taxable amount in box 2a, and any basis recovery amount
in box 5. Use Code G in box 7."

This is what I'm seeing on my 1099-R form.  I'm just not sure how to calculate and pay tax on the amount listed in box 2a.  Would this be a form 8606?