Retirement tax questions

 

Box 9 is irrelevant and any employee contribution would be in box 5, but for a code BG  which is a direct rollover of a Designated Ruth 401(k) to another Designated Roth 401(k) plan.

 

If this was rolled into yiur Roth IRA then code H should have been used.

 

This has nothing to do with a W-2.  The form 4852 is used for different things.

 

You can use a substitute 1099-R with a code BH and explanation statement that it was a Roth IRA destination and the account trustee refused to correct it.    Everything else should re the same on the substitute.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**