JamesG1
Expert Alumni

Get your taxes done using TurboTax

If you have a direct rollover with a code 'G' in box 7, make sure you answer the questions on these screens correctly:

  • Rollover of 401(K) to Roth 401(K), and
  • Was this money rolled over to a Roth IRA.

You do not have to disclose where the 401K was rolled to.

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