About mkelly1717

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Re: Why does 1009-R Box7 Code H trigger a taxable event?

Again, awesome. That worked.Thanks.

mkelly1717

3

Updated Jan 29, 2025
Re: Why does 1009-R Box7 Code H trigger a taxable event?

Y'all are awesome. This does sound exactly like what is coined as the "the code H bug …that creates a double taxable amount". An hour ago I got a notification o...

mkelly1717

5

Updated Jan 29, 2025
Re: Why does 1009-R Box7 Code H trigger a taxable event?

If I make up a number like 50k for 401k distribution, then the 1099-R summary line 26 shows correct as 50k. If I create another 1099-R for a code H rollover tha...

mkelly1717

10

Updated Jan 29, 2025
Re: Why does 1009-R Box7 Code H trigger a taxable event?

4a and b are zero, which is correct. 4c contains '401k distribution' and 'Roth 401k rollover to roth IRA', but then 4d contains exactly 2x the 401k distribution...

mkelly1717

11

Updated Jan 29, 2025

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Date Registered	‎January 21, 2020 12:37 PM
Date Last Visited	‎January 21, 2020 4:06 PM
Total Messages Posted	5

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