Retirement tax questions

I think there is some confusion here.   A 1099-R code G if the box 1 amount is also in box 2a is NOT a 401(k) Roth to Roth IRA rollover.  It is a Traditional 401(k) to a Roth IRA *conversion* that is fully taxable.

 

A 401(k) Roth (Designated Roth) to Roth IRA rollover would have a code H in box 7 and a zero in box 2a.

**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.**

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