dmertz
Level 15

Retirement tax questions

  1. The code G Form 1099-R is indeed reporting the In-plan Roth Rollover.  Answer Yes.
  2. This is not a rollover to a Roth IRA.  Answer No.
  3. If you made after-tax contributions to the traditional account in the 401(k), answer Yes.  However, unless box 2b Taxable amount not determined is marked, the Form 1099-R should already have in box 2a the correct taxable amount and in box 5 the portion of the distribution that is nontaxable due to being attributable to your after-tax contributions.