1099R Code H Error

Forum|Forum|6 years ago
February 19, 2020
1 reply
2 views

Direct rollover from Roth 401k to Roth IRA. Non-taxable distribution. Entered Distribution amount in Line 1. Entered 0.00 in Line 2a (taxable amount). Both boxes UNCHECKED in 2b. As soon as I enter the correct CODE H in box 7, it taxes the entire distribution.

Support said that if I enter the same amount in 2a as the distribution amount in Line 1 it will work. But this is wrong.

$0.00 is the amount listed on my 1099R, Line 2a and this the amount that should be entered. This needs to be corrected.

TurboTax Home & Biz Windows

macuser_22

Alumni - Champ

I just tried it to be sure that something was not broken and it works just fine. The non-taxable rollover is correctly reported on the 1040 form line 4c and 4d (taxable amount is zero).

I suggest deleting then 1099-R and re-enter.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

edtaylor33Author

Level 2

macuser22

Try first entering a taxable distribution.

I have a pension that is taxable and has the same amount in box 1 and 2a. Line 7 is code 2 and it correctly lists it as a fully taxable event.

But when you add another 1099R with a code H non-taxable distribution. It taxes the whole thing.

edtaylor33Author

Level 2

Apparently, the only way to get this to work correctly is by entering any Code H entries FIRST.

Then you can enter the taxable entries with other codes and it will work.

This is just a work around. It shouldn't matter what order they are entered and I see no mention in turbotax that they need to be entered in a certain order.