MDFTAX
Level 3
03-27-2025
09:06 PM
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Hi Community,
Have the 1099R for Back Door Roth (Conversions to Roth) changed?
This 1099R
Box 1 has Distribution
Box 2a has a TAXABLE AMOUNT equity to Box 1
Box 2b states Taxable Amount Not determined
Box 7 Distribution Code 2
Why is this amount being taxed as a DISTRIBUTION?
There should be no tax if it was a conversion done promptly within the allowable time.
Can you please help with this? I am just perplexed.
Is this taxable or not?
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