Resolved:1099-R - Incorrect calculations for Roth Conversions with Code G
Article ID: SLN66002
If you received a 1099-R with a Code G in Box 7, from a 401(K) in 2012
Converted to amount to a Roth account
The taxable amount of this distribution was calculating incorrectly.
- Go to "Forms" mode
- Select the 1099-R that was converted to a Roth
- Scroll down to Line B5 and check the box