topic Yes it is wrong. Per the IRS instructions for a code H b... in Retirement tax questions

I have a 1099-R that is coded as a H ( Direct Roth Rollover) There should be no tax on this amount but turbo tax is calculating tax.

jlambert — Thu, 06 Jun 2019 16:43:29 GMT

I should have been more specfifc in my question line 1 gross distribution 2,206.94 line 2b taxable amount not determined total distribution checked. 7 distribution code H which is direct roth rollover. no other lines have anything marked. This is money that went from a roth 401k designated account to a roth IRA. there should be no tax on this amount. is the form wrong for some reason?

What is on the 1040 form line 15b (or 1040A 11b)?

macuser_22 — Thu, 06 Jun 2019 16:43:31 GMT

What is on the 1040 form line 15b (or 1040A 11b)?

I should have been more specfifc in my question line 1 g...

jlambert — Thu, 06 Jun 2019 16:43:32 GMT

I havnt filed yet but when I add the 1099-r the amount of...

jlambert — Thu, 06 Jun 2019 16:43:33 GMT

I havnt filed yet but when I add the 1099-r the amount of tax I owe goes up.It should remain unchanged shouldnt it?

Yes it is wrong. Per the IRS instructions for a code H b...

macuser_22 — Thu, 06 Jun 2019 16:43:35 GMT

Yes it is wrong. Per the IRS instructions for a code H box 2a must be 0 (zero).
Contact the issuer for a corrected 1099-R.

"For a direct rollover of a distribution from a designated Roth account to a Roth IRA, enter the amount rolled over in box 1 and 0 (zero) in box 2a. Use Code H in box 7."
<a rel="nofollow" target="_blank" href="https://www.irs.gov/instructions/i1099r">https://www.irs.gov/instructions/i1099r</a>

Thank you for the help I really appreciate it!

jlambert — Thu, 06 Jun 2019 16:43:36 GMT

Thank you for the help I really appreciate it!

Double check boxes 2b. In 2b there are two boxes, Taxabl...

dmertz — Thu, 06 Jun 2019 16:43:38 GMT

Double check boxes 2b. In 2b there are two boxes, Taxable amount not determined and Total distribution. Make sure that you have not marked Taxable amount not determined in TurboTax by mistake. It's likely that only the Total distribution box is marked on the Form 1099-R provided by the payer. Marking the Taxable amount not determined box in TurboTax when it is not marked on the original form will cause the reporting error that you are seeing.

Unfortunately, some payers mistakenly leave box 2a blank when it should contain a zero.

Answered in comments

macuser_22 — Thu, 06 Jun 2019 16:43:41 GMT

Answered in comments

I have total distribution checked

gjjsnyder — Thu, 06 Jun 2019 16:43:42 GMT

I have total distribution checked

Re: Double check boxes 2b. In 2b there are two boxes, Taxabl...

dcox5939 — Sun, 12 Jan 2020 15:12:13 GMT

I also have a 1099-R, that has box 2a as 0, 2b has only total distribution checked, box 5 has the exact same amount as box 1, box 7 is distribution code H, and box 11 has 2008. When all is transferred to TT, it increases my tax owed significantly. Can anybody see what the issues is? thanks

Re: Double check boxes 2b. In 2b there are two boxes, Taxabl...

cb12345 — Mon, 17 Feb 2025 18:08:05 GMT

This answer saved me thousands of dollars. TurboTax still really needs to fix this issue with the 1099-R form!

Re: Double check boxes 2b. In 2b there are two boxes, Taxabl...

blazemax — Tue, 04 Mar 2025 23:48:14 GMT

FYI - my daughter received a form with both boxes in 2b checked. I unchecked the "tax not determined" box and left the total distribution box checked. This fixed the issue on her return.

It was a trustee to trustee rollover as well. Thank you for the discussion/answer.

Re: Double check boxes 2b. In 2b there are two boxes, Taxabl...

dmertz — Wed, 05 Mar 2025 03:45:07 GMT

Not sure why plan administrators make the mistake of marking box 2b Taxable amount not determined on a code-H Form 1099-R. Ignorance is not an acceptable reason for the administrator not to know that the taxable amount of a code-H distribution is always zero. The IRS instructions related to code H explicitly state to put a zero in box 2a, which means that the taxable amount is determined.