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Deductions & credits
A rollover from the traditional account in the 401(k) to a Roth IRA would be reported on a separate code G Form 1099-R. Assuming that you had no after-tax basis in the traditional 401(k) account, the taxable amount in box 2a of the code-G Form 1099-R should be the same as the amount as in box 1.
‎April 6, 2025
2:37 PM