EDIT 3/30/23: I went to go remove code G as suggested in a comment, but HRB seems to have finally resolved this issue.
I did an in-plan conversion to Roth 401k, so my 1099-R has:
Box 1) $amount
Box 2a) same $amount [which it should be in this case]
Box 7) G (direct rollover)
Selected "I rolled this into an IRA account", which then opens the questions was it an IRA or designated Roth (so intuitive...), and I select designated Roth.
During the "check for errors" part of the software, it says if there's code G in Box 7, then Box 2a must be zero.
I called Vanguard, and they said it is correct for this situation. Called H&R support, after escalating to 4 or 5 different people over 3 weeks, I still have no resolution but they said it is a "known issue".
Anyone run into this, whether with H&R Block or other software? Is there a way I can override the error or something?
I did an in-plan conversion to Roth 401k, so my 1099-R has:
Box 1) $amount
Box 2a) same $amount [which it should be in this case]
Box 7) G (direct rollover)
Selected "I rolled this into an IRA account", which then opens the questions was it an IRA or designated Roth (so intuitive...), and I select designated Roth.
During the "check for errors" part of the software, it says if there's code G in Box 7, then Box 2a must be zero.
I called Vanguard, and they said it is correct for this situation. Called H&R support, after escalating to 4 or 5 different people over 3 weeks, I still have no resolution but they said it is a "known issue".
Anyone run into this, whether with H&R Block or other software? Is there a way I can override the error or something?