dmertz
Level 15

Retirement tax questions

In addition to having code G in box 7 for a direct rollover from the traditional account in the 401(k), the taxable amount should be present in box 2a.  If box 2a contains a zero and box 5 is zero or blank, the Form 1099-R is reporting a direct rollover to a traditional IRA rather than to a Roth IRA.