Question about in-plan ROTH conversion

Forum|Forum|1 year ago
March 22, 2025
1 reply
8 views

I made the "After-tax" contributions to my company 401K and then performed "In-Plan" ROTH conversion of the same amount. I received a Form1099R with code G.

Working on TurboTax online, following the steps (same as from previous 3 years) , I see the amount in 5a and 5b is correctly reflected, BUT the word "Rollover" is not printed on the form.

Please see the image from previous years which says "Rollover" but 2024 form does NOT have that.

Has something changed in the software or I have done something wrong.

Could someone please advise?

@DanaB27 any advice?

TurboTax Premier Online

DanaB27

Level 15

It seems if the amount in box 1 equals the amount in box 5 then TurboTax doesn't put the word ROLLOVER next to line 5. Please see this thread for more details.

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