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Question

ROLLOVER is not indicated on Form 1040 line 5b. 1099-R has code G in box 7. This was a in-plan conversion of after-tax 401K contribution to Roth. How do I fix this?

Forum|Forum|11 months ago
April 13, 2025
1 reply
0 views

More info: 1040 line 5a has the correct amount from box 1 of 1099-r and 5b (taxable amount) is 0 as it is in box 2a of 1099-R. IRS instructions indicates that 5B should have a rollover designation.

Employee

If 5b is zero I wouldn’t worry about that. And it was probably a conversion not a rollover. @dmertz

Employee

I seem to remember that TurboTax has a bug that it forgets to include the ROLLOVER notation if the taxable amount is zero, but the omission is likely inconsequential.