dmertz
Level 15

Retirement tax questions

hudcrab, you probably did a direct rollover, reported with code G automatically indicates a rollover.  Just indicate that you did not roll it over to any type of Roth account.

 

However, if you received a code 4 Form 1099-R reporting a distribution from a 401(k) inherited as a non-spouse beneficiary, this distribution was not eligible for rollover.  A 401(k) inherited by a non-spouse beneficiary can only be moved to an IRA by direct rollover, reported with codes 4 and G together.