dmertz
Level 15

Retirement tax questions

Nothing about a rollover from a Roth 401(k) is reportable on a code G form 1099-R.  A direct rollover from a Roth 401(k) to a Roth IRA is reportable on a separate Form 1099-R with code H.

 

This Form 1099-R is apparently reporting a rollover of an after-tax sub-account in a traditional 401(k) account, not a rollover from a Roth 401(k) account and is reporting that the entire amount was rolled over to a Roth IRA.  My previous reply applies.  However, if the amount in box 2a plus the amount in box 5 does not equal the amount in box 1, the Form 1099-R is bogus.