Designated Roth to Roth IRA Rollover. How to calculate 1040 box 5a?

Hi,

In my case, I contributed $200 to after-tax 401K, which is converted to Roth 401K automatically by in-plan Roth conversion. This generates me a 1099-R with distribution code G and box1 $200.

But in the mid of the same year, I did a mega backdoor rollover $100 from Roth 401k account to Roth IRA account. This generates another form 1099-R, with distribution code H and box1 $100.

I put both 1099-R into TurboTax (desktop version), it generates a form 1040 with $300 in line 5a. Is this expected? $100 rollover was originally came from the $200 after-tax contribution, would $100 be double counted in line 5a with such result?

Thanks

675

Level 15

Jul 30, 2023 11:04:10 PM

That's ok for line 5a. It's what's on line 5b that's important. You got 2 1099R forms. Is line 5b zero and say Rollover by it?

Level 2

Jul 31, 2023 12:22:38 AM

Line 5b is a non-zero but a relatively small amount.

Level 15

Jul 31, 2023 5:58:39 AM

Line 5a is the total of all your distributions from accounts of that type, namely, "IRA" box not checked.

@hhh8

Level 15

Jul 31, 2023 12:59:22 PM

$300 is the correct amount to see on Form 1040 line 5a. Line 5b should be zero.

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Designated Roth to Roth IRA Rollover. How to calculate 1040 box 5a?