GodFather
Level 8

Client changed jobs and had their 401k rolled into a Roth.  1099-R shows a sizable gross distribution, coded as G with a small taxable amount in box 2a.  In researching it a bit, there is mention of the taxable amount having to do with the rollover into a Roth.   The taxable amount is not populating the return at all.  I've reviewed the 1099-R worksheet, and I am not seeing an option that would allow the taxable amount to be recognized.  Has anyone experienced this?   Any suggestions on what is the proper way to process this?

 

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