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- Where do I indicate the Box 1 distribution on Form 1099-R is an in-plan Pretax to Roth 401(k) conversion? I only see Box B5 on the 1099-R worksheet for a Roth IRA.
Where do I indicate the Box 1 distribution on Form 1099-R is an in-plan Pretax to Roth 401(k) conversion? I only see Box B5 on the 1099-R worksheet for a Roth IRA.
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mark28321
Level 2
04-14-2023
03:29 PM
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The distribution code is 1, and I understand it's fully taxable, but it shouldn't flow to the 5329 for the additional tax.
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taxes96786
Level 9
04-16-2023
01:57 AM
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You need to download the IRS Pub that addresses this and follow the instructions.
