topic Anything reported in Box 2a? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/anything-reported-in-box-2a/01/321278#M27987 Anything reported in Box 2a? Mon, 03 Jun 2019 19:12:25 GMT DanielV01 2019-06-03T19:12:25Z I rolled over a Roth 401k to a Roth IRA over the 5,500 IRA limit. How do I have this be a non-taxable event and have it not be counted as an excess IRA contribution? https://ttlc.intuit.com/community/retirement/discussion/i-rolled-over-a-roth-401k-to-a-roth-ira-over-the-5-500-ira-limit-how-do-i-have-this-be-a-non-taxable/01/321255#M27980 Mon, 03 Jun 2019 19:12:21 GMT https://ttlc.intuit.com/community/retirement/discussion/i-rolled-over-a-roth-401k-to-a-roth-ira-over-the-5-500-ira-limit-how-do-i-have-this-be-a-non-taxable/01/321255#M27980 lovetaxes 2019-06-03T19:12:21Z It won't be completely non-taxable.  Your employer's matc... https://ttlc.intuit.com/community/retirement/discussion/it-won-t-be-completely-non-taxable-your-employer-s-matc/01/321262#M27983 It won't be completely non-taxable.  Your employer's match to the Roth-401-K is taxable income.  After that, it depends on the codes appearing on the 1099-R.  What is reported on this 1099-R? Mon, 03 Jun 2019 19:12:22 GMT https://ttlc.intuit.com/community/retirement/discussion/it-won-t-be-completely-non-taxable-your-employer-s-matc/01/321262#M27983 DanielV01 2019-06-03T19:12:22Z No employer matching in this case. From the 401k, it's a... https://ttlc.intuit.com/community/retirement/discussion/no-employer-matching-in-this-case-from-the-401k-it-s-a/01/321271#M27985 No employer matching in this case. From the 401k, it's a `GB` distribution. Mon, 03 Jun 2019 19:12:24 GMT https://ttlc.intuit.com/community/retirement/discussion/no-employer-matching-in-this-case-from-the-401k-it-s-a/01/321271#M27985 taxseasonjoy 2019-06-03T19:12:24Z Anything reported in Box 2a? https://ttlc.intuit.com/community/retirement/discussion/anything-reported-in-box-2a/01/321278#M27987 Anything reported in Box 2a? Mon, 03 Jun 2019 19:12:25 GMT https://ttlc.intuit.com/community/retirement/discussion/anything-reported-in-box-2a/01/321278#M27987 DanielV01 2019-06-03T19:12:25Z It's $0. Believe I have it sorted now - thanks! https://ttlc.intuit.com/community/retirement/discussion/it-s-0-believe-i-have-it-sorted-now-thanks/01/321286#M27988 It's $0. Believe I have it sorted now - thanks! Mon, 03 Jun 2019 19:12:26 GMT https://ttlc.intuit.com/community/retirement/discussion/it-s-0-believe-i-have-it-sorted-now-thanks/01/321286#M27988 taxseasonjoy 2019-06-03T19:12:26Z You are welcome. https://ttlc.intuit.com/community/retirement/discussion/you-are-welcome/01/321294#M27989 You are welcome. Mon, 03 Jun 2019 19:12:27 GMT https://ttlc.intuit.com/community/retirement/discussion/you-are-welcome/01/321294#M27989 DanielV01 2019-06-03T19:12:27Z You only enter it as a rollover from the 1099R.  Do not e... https://ttlc.intuit.com/community/retirement/discussion/you-only-enter-it-as-a-rollover-from-the-1099r-do-not-e/01/321303#M27990 You only enter it as a rollover from the 1099R.  Do not enter it as a new IRA contribution again under Deductions & Credits.  It is not a contribution. Mon, 03 Jun 2019 19:12:28 GMT https://ttlc.intuit.com/community/retirement/discussion/you-only-enter-it-as-a-rollover-from-the-1099r-do-not-e/01/321303#M27990 VolvoGirl 2019-06-03T19:12:28Z