1099-R

[user17754603828]

Turbo Tax is not taxing the income distributed from 403b (pre-tax) plan rolled/transfered to Roth IRA (post tax). 

[NCperson]

@user17754603828 what code is in Box 7? 

[user17754603828]

Fidelity had a G in box 7, but it should be a 7. Turbo Tax wouldn't change the calculation regardless of the code. Read other posts where others had to delete and reorder the 1099-R, which also worked for me. Deleted 3 1099-R, saved file, logout, re-entered the 1099-R. Thank You. It was driving me crazy.

[NCperson]

@user17754603828 go through the step-x-step procedure.

At one point it asks if you rolled the money over to a ROTH 401K - the answer is NO - you rolled it to a Roth IRA (which will get asked later). 

is that the issue.  

the 1099-R is correctly a "G" in Box 7, but I suspect you are not answering the questions correctly. 

If you follow the questions closely, it will create the taxable event. I tested it just now and it worked.  Answer "no" to this question: 

Did you move this money from a 401(k) to a Roth 401(k)?   This includes rollovers from a regular 401(k), 403(b) or 457(b) plan to a designated Roth 401(k), 403(b) or 457(b) plan.

Yes, I moved the money to a Roth 401(k), Roth 403(b), or a 457(b) plan

No, I didn’t

[dmertz]

Is the amount in box 2a of this Form 1099-R nonzero?  If it's zero, this form is reporting a rollover to a traditional IRA, not to a Roth IRA.

[user17754603828]

"For rollovers to other types of retirement accounts (such as a traditional IRA), just answer No.

Options

1) Yes, this money was rolled over to a Roth IRA 

2) No, I didn't

Have tried both. Tryint to Amend 1040X, still having issues