Get the Message Boards Digest by Email

Message Boards Digest

April 14, 2026

BenefitsLink.com logo
EmployeeBenefitsJobs.com logo

AllThingsForGood created a topic in Distributions and Loans, Other than QDROs

How to Code the 1099-R (After Tax $ Converted to Roth)

"I have a client (1 ee plan) who rolled INTO the Plan aftertax money. To establish basis within his Plan, I'm preparing a 1099-R showing the after-tax amount as being 'converted' to Roth inside the Plan. Can you please tell me if I'm thinking right about the 1099-R? Box 1, the amount that came in is shown ($30k). Box 2a, taxable amount $0. Box 7 - H (what else could this code be? is H right?)"

6 replies so far   |    Click Here to Add a Reply
[Sponsored]

Turning Plan Documents Into Actionable Insights - Now With ftwilliam Integration Link to more information about PlanPort

Sponsored by PlanPort
PlanPort revolutionizes how advisors, recordkeepers, and TPAs use retirement plan documents across their business operations –- delivering efficiency, accuracy, review, and automation like never before. Now supporting ftwilliam document system integration. Link to more information about PlanPort

Here are the most recently posted jobs on EmployeeBenefitsJobs.com,® a service of BenefitsLink®

💼

Relationship Manager for Defined Benefits  View details

Daybright Financial
Remote

View job as Relationship Manager for Defined Benefits for Daybright Financial
💼

Team Leader - Retirement Plan Administration  View details

Cetera Retirement Plan Specialists
Coppell TX / West Des Moines IA / Hybrid

View job as Team Leader - Retirement Plan Administration for Cetera Retirement Plan Specialists
►View More Jobs

►Post a Job

►Get Instant Job Alerts

► View All Earlier Topics   ► Subscribe to This Message Boards Digest

Unsubscribe  |   Change Email Address

Privacy Policy

Contact Us   |   Advertise Here

Copyright 2026 BenefitsLink.com, Inc. All materials contained in this publication are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published or broadcast without the prior written permission of BenefitsLink.com, Inc., or in the case of third party materials, the owner of those materials. You may not alter or remove any trademark, copyright or other notices from copies of the content.