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Resolved:1099-R - Incorrect calculations for Roth Conversions with Code G

Updated: 3/01/2013

Article ID: SLN66002

If you received a 1099-R with a Code G in Box 7, from a 401(K) in 2012

and

Converted to amount to a Roth account

The taxable amount of this distribution was calculating incorrectly.

Workaround:

Desktop Only:

Go to "Forms" mode
Select the 1099-R that was converted to a Roth
Scroll down to Line B5 and check the box

Solution:

This issue has been resolved in a TurboTax update that was released on 2/28/2013.

For assistance with updating TurboTax please refer to the How to Update TurboTax support article.

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