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Roth Simple IRA rollover is resulting in pension income
I moved a Roth IRA from one bank to another by carrying a check to the new bank. the 1099R indicates distribution code G (direct rollover). It did not roll to a 401k or 403b. Just to another simple Roth. When I go thru the questions on Turbo tax it puts the amount of the rollover into pension income. I shouldn't be taxable it was in a Roth not a simple IRA and additionally I put it back into a Roth. How do I fix this?
‎February 14, 2024
2:39 PM