Was it all post-tax, or was there an amount from pre-tax and/or earnings?
https://www.irs.gov/retirement-plans/rollovers-of-after-tax-contributions-in-retirement-plans
https://www.fidelity.com/viewpoints/retirement/IRS-401k-rollover-guidance
It was all after tax. how do I enter in Lacerte to not get a matching notice later from the IRS?
Here is the help article:
The 1099-R has a value in Box 2a and you don't agree with it? Why would it be wrong? Did you enter the post-tax contribution basis for Box 5?
Here's a picture for mega backdoor Roth, to match that one against:
https://thefinancebuff.com/mega-backdoor-roth-in-turbotax.html
See if that helps.
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