1040 5a and 5b rollover entry

[rollover2024]

In 2023, I rolled over money from my traditional 401k into a Roth IRA. The 1099-R, Box 7 reflected Code G- Direct rollover and rollover contribution. The amount was reflected in 1040 line 5b and was a taxable event.

However, in 2024, when I again rolled over money from my traditional 401k into the same Roth IRA (with Box 7 code G on the 1099-R), it was reflected in 1040 line 5a and is now showing up as a non-taxable event.

Is there a bug/glitch in the TurboTax Deluxe software for 2024?

[KrisD15]

Once the 1099-R is entered, there are interview questions that follow. I think these questions have changed from last season.

When you get to the "What Did You Do With The Money From this 1099-R" select "I moved the money to another retirement account (or returned it to the same retirement account)" 

This causes an new drop-down question "Choose which of the following applies" 

Select "I did a combination of rolling over, converting, or cashing out the money"

This causes another drop-down asking "Tell us how much of the XXX.XX you moved to an IRA, 401(k) or other retirement account"

Enter the amount in the box for Roth 

The amount will be listed on your 1040 line 5b