AmyC
Expert Alumni

State tax filing

I would not call this an early distribution, which is qualified. Your code G is really bothering me because that is a rollover to the same type of plan and means not taxable. So I am really struggling. A code H would have been right for after tax rollover to Roth IRA. Those would not have tax penalties. Only a conversion makes sense for taxes to be paid. I think you did both a rollover and a conversion. They seem to allow pretty much everything to count and this is a distribution from a qualified plan. Now, after weighing more variables, I would personally count it. Page 2 has the word qualified on everything and yours is a qualified plan. Go forth and enjoy!

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