ROLLOVER is not indicated on Form 1040 line 5b. 1099-R has code G in box 7. This was a in-plan conversion of after-tax 401K contribution to Roth. How do I fix this?

[parthaca]

More info: 1040 line 5a has the correct amount from box 1 of 1099-r and 5b (taxable amount) is 0 as it is in box 2a of 1099-R. IRS instructions indicates that 5B should have a rollover designation.

[VolvoGirl]

If 5b is zero I wouldn’t worry about that.  And it was probably a conversion not a rollover.  @dmertz 

[dmertz]

I seem to remember that TurboTax has a bug that it forgets to include the ROLLOVER notation if the taxable amount is zero, but the omission is likely inconsequential.

[user17603978736]

I have the same issue. I'm using Mac desktop. 

In the following up questions "rollover of 401(k) to Roth 401(k)", I answered yes.  To the next question "was this money rolled over to a Roth IRA", I answered yes. but turbotax does not remember my answer. It keep going back to "no" for these 2 question. 

I tried delete the 1099-R or quit the app or restart the computer, nothing changes. 

talking to different customer support, no one solve the issue

[VolvoGirl]

@user17603978736    How come you are answering Yes to both Roth 401k and Roth IRA?  Shouldn't  it be either one or the other?  And why do you keep going back?    @dmertz 

If you edit or review a 1099R it does not keep your answers from before but resets them to the defaults. Then you have to go through and answer them all again. So be sure to go all the way to the end of the 1099R section. They are right unless you go back.