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Paul99
Level 2
June 29, 2023
Question

Mega Backdoor Roth IRA - How can I get line 5b of the 1040 to show "Rollover"?

  • June 29, 2023
  • 1 reply
  • 21 views
Hi, a client made after-tax contributions to a 401k in 2022 and conducted a direct rollover to a Roth IRA. After inputting the 1099-R, how can I get line 5b of the 1040 to show "Rollover"? I double checked that distribution code G was entered.
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1 reply

George4Tacks
George4Tacks
Level 15
June 30, 2023

What are the codes on this 1099R?

Answers are easy. Questions are hard!
P
Paul99Author
Level 2
June 30, 2023

Hi George: the only distribution code in the 1099R is G. 

George4Tacks
George4Tacks
Level 15
June 30, 2023

I just used this simple input and it worked fine. 

Answers are easy. Questions are hard!
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