DavidD66
Expert Alumni

Get your taxes done using TurboTax

The distribution type code on your Form 1099-R is "G" which indicates a direct rollover from a qualified plan, section 403(b) plan, or a governmental section 457(b) plan to an eligible retirement plan (another qualified plan, a section 403(b) plan, a governmental section 457(b) plan, or an IRA).  When code G is present, you aren't asked "...if you moved the money through a rollover or conversion."   That question is not necessary as Code G indicates a direct rollover.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post