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Level 2

Question

Partial roth conversion cannot be greater than the amount on line B1 1099r error

Forum|Forum|4 years ago
March 3, 2022
11 replies
73 views

My return keeps getting flagged by Turbo Tax with the following error:

Partial Roth conversion cannot be greater than the amount on line B1, the amount that can potentially be converted to a Roth.

B1 is a checkbox.... not a number amount.

My tax situation is quite simple here and I am not sure what to do. Took a gross distribution from a qualified plan over the age of 60, paid tax on that amount, and converted the rest to a Roth.
Turbo Tax shows the amount of the distribution that can be rolled over to my Roth as the AMOUNT I PAID IN TAXES.....rather than the remaining amount after paying taxes. I cannot edit this line...

JulieS

Level 15

Please clarify your question. There is no B1 or 1B on Form 1099-R. Are referring to a different form?

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achirumAuthor

Level 2

@JulieS Yes, it actually is not the 1099R so to speak from my financial institution. What happens is this: I get a Check Your Entry To Make Sure Your Number Is Correct notification when undergoing the Federal Review and this is where I am taken (below)

I can't edit any numbers on this form, only the amount that was carry overed which was in fact in this fake example 40,000 of the 50,000 as 10,000 was paid in federal tax.

dmertz

Level 15

The error message should say line B4, not B1. This is probably old message text that was not updated for changes made to the line numbering.

achirumAuthor

Level 2

@dmertz Yes, but why is B4 pulling in that number? Which is the federal taxes paid. That doesn't make sense. How can the tax that was paid to the government be the amount that can be converted?

That's the problem that I can't seem to solve.

dmertz

Level 15

I don't know why line B4 of TurboTax's 1099-R form would have the amount from box 4.

What is the code in box 7 of this Form 1099-R?

Is the IRA/SEP/SIMPLE box marked?

You might try deleting and reentering this Form 1099-R if you have not already done so.

JulieS

Level 15

I have tried to reproduce this error, but I can enter these figures without getting that error.

What is your box 7 code? Is your IRA box checked? Are you using the online program or Desktop (download or disc)?

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achirumAuthor

Level 2

@JulieS using the desktop online version straight in Chrome Browser.

Box 7 code is "7"

The IRA/SEP/SIMPLE Box is also checked.

JulieS

Level 15

I haven't been able to reproduce this in Desktop either. The message you are getting actually refers to B2, not B1.

At this point I can only suggest that your delete the 1099-R and enter it again, being very careful about your answers.

Here is how the rollover should be reported:

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achirumAuthor

Level 2

@JulieS definitely appreciate the help. I am not seeing that screen you are though - not sure if the online desktop browser version is different.

MarilynG

Level 15

Doing a backdoor Roth conversion is a two-step process.

You may want to delete your 1099-R, close TurboTax, clear your Cache and Cookies and revisit the section.

Click this link for steps on How to Enter a Back-Door Roth Conversion.

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Partial roth conversion cannot be greater than the amount on line B1 1099r error

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