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FrankieB
Level 2
February 21, 2026
Question

1099R from a 403(b) plan: question on codes in Box 7 and how the software treats.

  • February 21, 2026
  • 1 reply
  • 8 views

For a 1099R for a distribution amount from a 403(b) plan directly to a Roth IRA (ie, a Roth Conversion), the IRS instructions say to report the amount on Form 1099R as "Taxable" in Box 2 and use code G (rollover) in Box 7. However, Proseries treats Code G as non-taxable, which is wrong. What is the workaround? Is there another version of 1099R for 403(b) plans specifically?

1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
February 21, 2026

maybe it was a ROTH 403b  account that was rolled to a ROTH IRA?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
F
FrankieBAuthor
Level 2
February 21, 2026

Lisa: thanks, but not it was not.  I was able to answer my own question.  Further down in the 1099R form, there is a section called "Rollovers, Roth Conversions, Roth Rollovers and Recharacterizations".  Line B5 needed to be checked "Full amount of line B4 coverted to Roth IRA".  That fixed the problem.  THis is not intuitively obvious when filling out the form.  I only found this out because someone else in another forum asked the same question I did, and it was answered!

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