JohnB5677
Expert Alumni

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.

 

Roth IRA conversion

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