Hi,
I rolled over 25K amount in 2023 from my 403(b) to Roth 403(b) Plan within the same employer plan.
Fidelity sent me a 1099-R form with Distribution Code Box 7 - with Code G ( only one code - no second code).
When I entered this information in Turbo Tax 2023, roll over tax is shown as non-taxable amount.
Is this code G - Given in Box 7 Correct or should it be a different code like B ( rollover to Roth plan ?).
How Should I file my tax to show that this is a Taxable income ..?
or
Should I contact Fidelity to send a Corrected 1099-R with a different Distribution code other than G ..?
Please advise.
Thank you
Pk
