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nlwebster
New Member

rollover from a qualified pension to a roth ira

my 1099 r    has the correct amount removed from the pension box 1  but the taxable income shows zero box 2a....  and when i go thru turbotax    it askes where the money went to and i selected the roth ira...  however i do not see that the amount removed ever got taxed....   do i have to change that the amount is taxable box 2a even when the 1099 r has zero as taxable....  

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1 Reply
DanaB27
Expert Alumni

rollover from a qualified pension to a roth ira

If you moved after-tax funds from your qualified pension to Roth IRA then the conversion will not be taxable. If these were pre-tax funds then the conversion will be taxable. If you believe you received a incorrect Form 1099-R then contact the issuer.

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