Box 7 Code H

Brian3222 — Mon, 10 Feb 2025 18:59:33 GMT

I did a direct roll over of Roth IRA funds from my 403B to E trade

Got 1099R from 403B company .

Box 7 has code H in it: "Direct roll over into Roth." ----------as this is what I did

Turbo tax then says I owe $7100 in taxes for this.

Box 2 is blank ---NOTHING in it, box 2b is checked " taxable amount not determined" Box 4: '0" for fed tax withheld.

403B company says their 1099 is correct.

Whats the deal? Is this a malfunction in Turbo tax?

Re: Box 7 Code H

dmertz — Mon, 10 Feb 2025 21:39:31 GMT

Duplicate question answered here: