BillM223
Employee Tax Expert

Get your taxes done using TurboTax

The 'G' code indicates a direct rollover from a traditional 401(k) to another (presumably from the old company to the new one).

 

The codes 'B' and 'G' indicate a rollover from one Roth 401(k) to another. May I presume that your wife had two 401(k) plans, one traditional and one Roth?

 

You file these by entering them as is into TurboTax. To do that, do a Search (upper case) for 1099-r (lower case) and click on the jump-to link. Ignore all the suggested search terms. Enter one 1099-R, then click the add another 1099-R button (or whatever it says) to add the other one.

 

Since neither transaction gives rise to taxable income (these rollovers are tax-free), it is no surprise that no tax is withheld.

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