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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.**
‎February 22, 2021
5:06 PM
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