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April 10, 2025
Question

Dual 1099R (Code H and Code G) end up being summed up as total in tax reporting, normal

  • April 10, 2025
  • 1 reply
  • 0 views

Hi all, i did the mega back door in 2024 which is 34500 in total. 

end up i got 2 1099 R (one for code G and one for code H)

i imported both in TurboTax but it end up being summed up as total in the income part, even though i feel i am not being taxed 

 

is it ok?  or am i being taxed again for total higher income? or what should i do? 

1 reply

April 12, 2025

Can you check Form 1040 line 5b if it shows it as taxable?

 

To preview Form 1040:

 

  1. Click on "Tax Tools" in the left menu
  2. Click "Tools"
  3. Click "View Tax Summary" in the Tool Center window
  4. Click on "Preview my 1040" on the left

 

 

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