MinhT1
Employee Tax Expert

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The correct code in box 7 should be G.

 

The IRS says in these instructions on page 6:

 

For a direct rollover of a distribution from a designated Roth account to a Roth IRA, enter the amount rolled over in box 1 and 0 (zero) in box 2a. Use Code H in box 7. For all other distributions from a designated Roth account, use Code B in box 7, unless Code E applies. If the direct rollover is from one designated Roth account to another designated Roth account, also enter Code G in box 7.

 

[Edited on 02/03/26  4:19PM PST]

 

@user17701604056 

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