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tomdong
New Member

Why is the taxable amount in my 1099r 2a not reflected in my 1040 4b?

I did in-plan conversions from after-tax 401K to Roth in 2018. My 1099r from Vanguard shows $55.95 in both "2a Taxable amount" and "14 State distribution." The distribution code is G. However, in the 1040 TurboTax created for me, box 4b "Taxable amount" is 0. Should it be $55.95 as in my 1099r? Did I miss something? Thank you for your help.

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Accepted Solutions

Why is the taxable amount in my 1099r 2a not reflected in my 1040 4b?

Answered in comments.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

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3 Replies

Why is the taxable amount in my 1099r 2a not reflected in my 1040 4b?



In the interview did you indicate that it was rolled to a 401(k) Roth.

Comment edited.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
tomdong
New Member

Why is the taxable amount in my 1099r 2a not reflected in my 1040 4b?

I just checked the interview question, and I found that answered no by mistake. After making the correction, the taxable amount is now correctly reflected in my 1040. Thank you for your help!

Why is the taxable amount in my 1099r 2a not reflected in my 1040 4b?

Answered in comments.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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