dmertz
Level 15

Retirement tax questions

[Disregard this comment.  See the comments below this one.]

Only the code G Form 1099-R shows the portion directly rolled over to the Roth IRA.  If the one with code 2 shows the entire box 1 amount in box 4, it's showing the amount withheld for taxes and is an amount not rolled over unless within days following the distribution you substituted other funds to complete an indirect rollover of that portion of the distribution from the 401(k).