Mega backdoor Roth not reflecting in 1040 line 4a, 4b instead shows in line 5a, 5b

[EKrish]

I am facing a problem in entering mega backdoor Roth. I received 1099-R, Code G
Followed
https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-backdoor-roth-...

STEP 1: Deductions & Credits
On Traditional IRA, Checked all other boxes unchecked

On Did Elan Contribute To a Traditional IRA? Yes
On Is This a Repayment of a Retirement Distribution? No
On Tell Us How Much You Contributed Entered value from Box 5 from 1099-R
On Did You Change Your Mind? No
On Any Excess IRA Contributions Before 2024? No
On Any Nondeductible Contributions to Elan's IRA? No
On Tell Us the Value of All Your Traditional IRA Accounts 0
Income Too High To Deduct an IRA Contribution
You Currently Have a Penalty - Continue

STEP 2: Wages & Income
On Did you get a 1099-R in 2024? Yes
On How would you like to upload your 1099-R? Upload from Computer
On Enter your 1099-R details Verified Box 1, Box 2a, Box 5 (This is what I entered in STEP 1), Box 7 'G'
Is the IRA/SEP/SIMPLE box on this 1099-R checked? No
Did you move this money from a 401(k) to a Roth 401(k)? No
Where is your distribution from? None of the above
Do any of these situations apply to you? None of the above
Did you move the money to a Roth IRA? Yes, this money was rolled over to a Roth IRA
At this step I noticed Fed refund reduced!!
Did you make after-tax contributions to a 401(k) or 403(b) plan? Yes, After-tax contribution amount auto populated from Box 5 of 1099-R
Here's your 1099-R info Box 1 - Gross distribution matched with 1099-R
Have you ever taken a disaster distribution before 2024? No

STEP 3: Tax Summary
1040 Line 4a and 4b are blank
1040 Line 5a = value from Box 1 in 1099-R, 
1040 Line 5b = Rollover and value from Box 2a in 1099-R

Why is 1040 Line 4a, 4b is blank. Followed instructions step by step. Can you please help.

[DavidD66]

I believe I can resolve you issue, but I need some more information.  Are you trying to report a rollover of after-tax contributions to a 401(k) plan to a Roth IRA?  Is the Form 1099-R you received from the 401(k) or a Traditional IRA?  What is in box 1 and box 2a of your 1099-R?  Are they the same as the amount in Box 5?

[EKrish]

Yes, I want to report After tax 401k to Roth IRA rollover.
1099-R received from the 401(k)

Box 1 Gross distribution = Box 1 + Box 5

Box 2a Taxable amount

Box 5 Employee contributions/Designated Roth contributions

[DanaB27 · Accepted solution]

Please note, the backdoor Roth instructions are for when you are making nondeductible Traditional IRA contributions and convert them to a Roth IRA. You made contributions to a 401(k) not Traditional IRA. All you need to to is enter the Form 1099-R and answer the follow-up questions:

1. On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
2. On the "Did you move the money to a Roth IRA?" screen answer "Yes"

This correctly will be entered on line 5 of Form 1040.

If you did not make any Traditional IRA contributions then please delete you entry in the IRA contribution interview.