topic Re: Question about in-plan ROTH conversion in Get your taxes done using TurboTax

Question about in-plan ROTH conversion

RK31 — Sat, 22 Mar 2025 22:25:02 GMT

I made the "After-tax" contributions to my company 401K and then performed "In-Plan" ROTH conversion of the same amount. I received a Form1099R with code G.

Working on TurboTax online, following the steps (same as from previous 3 years) , I see the amount in 5a and 5b is correctly reflected, BUT the word "Rollover" is not printed on the form.

Please see the image from previous years which says "Rollover" but 2024 form does NOT have that.

Has something changed in the software or I have done something wrong.

Could someone please advise?

@DanaB27 any advice?

Re: Question about in-plan ROTH conversion

DanaB27 — Tue, 25 Mar 2025 16:02:17 GMT

It seems if the amount in box 1 equals the amount in box 5 then TurboTax doesn't put the word ROLLOVER next to line 5. Please see this thread for more details.

Re: Question about in-plan ROTH conversion

dmertz — Wed, 26 Mar 2025 03:22:38 GMT

Still a bug, but it's a pretty benign one.