Roth 401k -> Roth IRA 1099R Code H Checks the 1040 Line 4 rollover box

Forum|Forum|4 months ago
March 6, 2026
2 replies
13 views

Client has a 1099R showing a Code H rollover from a Roth 401k to Roth IRA. Entering any amount on Box 1 of 1099-R with Code H in Box 7 triggers the checkbox on the IRA rollover indicator on 1040 Line 4 even those this is not a rollover from an IRA and the IRA/SEP/SIMPLE box on 1099 R is not checked. The program doesn't see this mistake as a problem, but Federal e-file rejects the return. I think this is a bug. Before I spend hours with support trying to get them to understand the problem, can anyone recreate this and verify the problem? I realize you can't e-file, but you can confirm the wrong checkbox on 1040 Line 4 is checked. If you can replicate it, have you or anyone you know already reported this?

Thanks!

Tom

ProSeries Professional

I

IdaPlannerAuthor

Level 3

For anyone seeing this, this is a Proseries bug. Not sure if/when it will get fixed, but I worked around it by creating a dummy 1099-R with a $1 Code G IRA rollover so that 1040 Line 4b = 1 and e-file doesn't reject having a 4a checkbox checked with no value in 4b.

Skylane

Intuit Community Champion

The moderators were made aware of this last week. Hopefully it’ll get fixed. Glad there’s a workaround.

If at first you don’t succeed…..find a workaround

Kathi_at_Intuit

Moderator

Hi @IdaPlanner Thanks for posting in the Community about the Roth IRA 1099R Code H checks line 4. This has been reported and is being looked into. We will update this post once we have one. Thanks also for posting a workaround for this!

**Click the 👍Thumbs up icon to say thanks on a post, and click Best Answer to mark the post that answered your question.

Kathi_at_Intuit

Moderator

Hi @IdaPlanner Thanks for the patience. Development is currently working to resolve this.

**Click the 👍Thumbs up icon to say thanks on a post, and click Best Answer to mark the post that answered your question.

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