1040

ledzepfred — Sat, 31 Jan 2026 18:58:25 GMT

I rolledover my Simple IRA to a Roth IRA and the code on my 1099-R show itt as a 7. I indicated in the walk through that it was a Rollover but box 4c is not checked. When are they going to fix this. The 8606 shows it as a conversion. This is a simple IRA to a Roth what boxes should checked on the 1099-R information. A Traditional IRA or a Simple IRA (I opened this IRA myself. Either box (or both) still does not show this as a rollover in box 4c on the 1040. When will this be fixed?

Re: 1040

CesarJ — Sat, 31 Jan 2026 23:22:23 GMT

If you rolled a SIMPLE IRA to a Roth IRA, that transaction is reported as a conversion, not a rollover on your return. That's why Box 4c may not be checked even though the rollover box on the 1099-R is unchecked. As long as the 1099-R is entered correctly and TurboTax shows the amount as a Roth conversion, your return in TurboTax is reporting this correctly and no fix is needed.

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1040

Re: 1040