I did an in-plan conversion to Roth 401k, so my 1099-R has:
Field 1) $quantity
Field 2a) identical $quantity [which it should be in this case]
Field 7) G (direct rollover)
Chosen “I rolled this into an IRA account”, which then opens the questions was it an IRA or designated Roth (so intuitive…), and I choose designated Roth.
In the course of the “examine for errors” a part of the software program, it says if there’s code G in Field 7, then Field 2a have to be zero.
I referred to as Vanguard, they usually mentioned it’s right for this case. Known as H&R assist, after escalating to 4 or 5 completely different individuals over 3 weeks, I nonetheless don’t have any decision however they mentioned it’s a “identified challenge”.
Anybody run into this, whether or not with H&R Block or different software program? Is there a means I can override the error or one thing?
