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Get your taxes done using TurboTax
It seems your 1099-R was not coded properly. Code G is Direct rollover of a distribution to a qualified plan, a section 403(b) plan, a governmental section 457(b) plan, or an IRA.
For a direct conversion to a Roth IRA when the IRA owner is under age 59½, use code 2, Early distribution, exception applies. Code 2 lets the IRS know that the individual is under age 59½ but that he or she qualifies for certain exceptions.
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February 6, 2023
11:32 AM