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ackt
New Member

1040 5a rollover checkbox unchecked with 1099-R code G

I have what I believe to be a standard scenario where all my after-tax contributions to 401(k) are rolled over to Roth IRA (in-plan rollover).  The 1099-R import completed successfully, with Box 7 being G, with Box 1 matching amount of Box 5.  In the questionnaire, I indicated "Yes, I moved the money to a Roth 401(k), Roth 403(b), or a 457(b) plan" and answered the after-tax contribution question with "yes" with the amount in Box 1.

 

Yet, in the 1040 generated in the preview, the box for 5a "rollover" is left unchecked.

 

I have tried saying "no" to the "moved money to a Roth 401(k)..." question and answering the later Roth IRA rollover question to "yes" but that still does not check the box.  Also tried deleting the 1099-R entirely and starting over to no avail.  Any idea why this checkbox refuses to be checked?  Thank you!

 

 

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