taxiowa
Level 9
Level 9
I believe it is the issuer of the 1099R that is causing the problems.  They are supposed to be issued with code 2 for a conversion to Roth which of course renders 5329 inactive.  Some were issued code 1 and that says "no exception" so naturally 5329 is involved.  Seems the box to designate as Roth conversion even if coded 1 must not be working.    
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