1099-R - Code H (Roth IRA to Roth IRA) amount is not showing in 4a in Form 1040
Hi all,
I have 2 1099-Rs. 1st one has code G(direct rollover from a qualified retirement plan to another qualified plan). lets say aount $6,000. 2nd one has code H(direct rollover from a Roth IRA to another Roth IRA). lets say amount in box 1 is $4,000.
Both have Total distribution box checked and non taxable,no other boxes are checked. Simple rolloevers from my old company to new company.
When I advance step by step in the process, first i noticed that under the "here is how your retirement and IRA distributions affect your income" page, Turbotax combines both amounts in "Pensions and annuity distribuions" line with amount $10,000, and Zero amount in "Traditional and Roth IRA disctributions" line.
And when i finally get to ready to file stage, and see the preview of 1040 I see that "Box 4A" has zero amount and "Box 5A" has both amounts combined $10,000 with rollover box checked.
I was expecting the following > 4a would show $4,000 (H=Roth to Roth) , and 5a would show $6,000 (G=401k to 401k), and both rollover boxes checked.
Could you please provide your opinion if this is a bug or correct tax designation?
Best
Tansu
