1040 Line 5b greater than 1099-R box 2a

[user17717946240]

I completed multiple rollovers of after-tax 401k contributions to a Roth IRA last year. The 1099-R shows the appropriate value in box 2a (Taxable amount) for the increase in value before I completed the rollovers (around $200). I expected the Form 1040 line 5b to show the value from my 1099-R box 2a. However, it is showing a larger number, which looks like box 2a plus the difference between box 1 (Gross distribution) and box 5 (Employee contributions). The overall impact to my taxes is small, but I wanted to understand if this is correct (or is a bug in the TurboTax logic).

[ReneV4]

The number you see on line 5b represents the total amount of the distribution that the IRS considers taxable.

To ensure this isn't a logic bug, check your "Additional Distribution Information" worksheet in the Forms mode (if using Desktop) or the "Tax Summary" in TurboTax Online.

You can view Tax Summary by clicking on Tax Tools on left panel, then Tools, then View Tax Summary

If Box 2a + (Box 1 - Box 5) are being added together, this is a mistake

However, if Line 5b exactly matches (Box 1 - Box 5), this is the correct IRS treatment for a Roth conversion of after-tax funds

Other items to check:

• Ensure you have marked that this is a direct rollover (Code G in Box 7)
• When asked by TurboTax, make sure you select, I moved it to another retirement account and specify it was a Roth IRA

[user17717946240]

Thanks for confirming. This does look to be incorrect. Do you have a recommendation for how to report the issue?

The values in my case are:

- 1099-R

  - Box 1 - Box 5: $116

  - Box 2a: $231

  - Box 7: "G"

- 1040

  - Line 5a matches 1099-R Box 1

  - Line 5b: $347