eschutho
New Member

Retirement tax questions

I filled out the turbo tax form with my 1099 info (it does have IRA/SEP/SIMPLE checked), and then I was asked on the next screen if the rollover was to a Roth, and I indicated yes. The following screen on TurboTax says: "You have indicated that you rolled over a traditional IRA into a Roth IRA with a Code 'G' in box 7. If you converted a traditional IRA to a Roth IRA, your 1099-R should have a Code 1,2, or 7. If your distribution is not from a traditional IRA, then the IRA box on your 1099-R should not be checked."

Turbo Tax then instructed me to contact the institution to ask for a new 1099 but they said they probably won't do that, and to check to make sure that it wasn't actually rolled into a traditional IRA and then converted to a Roth. I checked with the current IRA company, and they said, no, that it was rolled over directly into a Roth, but they didn't issue me any tax documents.