I had a direct roll over from a 401k to a roth ira and my advisor told me it went on line 11a and 11b but you have it on 12a and 12b whats the difference

[macuser_22 · Accepted solution]

Your advisor is incorrect.  A 401(k) distribution, rollover or not, goes on line 12a/b.  Only IRA's go on line 11 and a 401(k) is not an IRA.

A 401(k) to Roth is also a conversion and should be fully taxable. The 1099-R box 2a should have the same amount as box 1 and a code G in box 7. 

[mcquillenalicia]

Thanks for the help. Now I can get this done finally.