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!