https://www.irs.gov/retirement-plans/rollovers-of-after-tax-contributions-in-retirement-plans#:~:tex....

What are the codes on the 1099R?

Which boxes have amounts?

Lacerte (the pricier PCT) has a nice feature. Press F1 at an input area and you get HELP!! Here is the help for that check box:

1 If Rollover of Non-Designated Roth Account to Designated Roth Account

Select the box (or enter 1) if this distribution is a rollover (either direct or indirect) from the taxpayer’s non-designated Roth 401(k) or 403(b) account to the taxpayer’s designated Roth 401(k) or 403(b) account.

Here is a link to more articles on dealing with 1099R in PCT https://proconnect.intuit.com/support/en-us/help-search?document_type=Articles&filter=ProConnect+Tax...

The Small Business Jobs Act of 2010 permits employers to amend their 401(k) or 403(b) plans to allow participants to transfer an eligible rollover distribution (ERD) into their designated Roth account in the plan if the transfer is of an ERD:

1. Made after September 27, 2010;
2. From a non-designated Roth account in the same plan;
3. Because of an event that triggers an ERD from the plan, and
4. Otherwise meets the rollover requirements.

If a participant rolls over an ERD into a designated Roth account, he or she must include any previously untaxed portion of the ERD in gross income (generally, the amount from box 2a of Form 1099R). However, the rolled over amount is not subject to the additional 10% early withdrawal tax.

Here is a link to more PCT articles about 1099Rs: https://proconnect.intuit.com/support/en-us/help-search?document_type=Articles&filter=ProConnect+Tax...