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RK31
Level 2

Question about in-plan ROTH conversion

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?

Rollover.png

 

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2 Replies
DanaB27
Expert Alumni

Question about in-plan ROTH conversion

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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dmertz
Level 15

Question about in-plan ROTH conversion

Still a bug, but it's a pretty benign one.

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