Retirement tax questions

@ehaberlin 

 

You said you rolled a "pre tax IRA"  to a ROTH  so was this a traditional IRA  with basis that you converted to a ROTH ?      Or a Roth 401K rolled to a ROTH ? 

 

Code G is normally used when you roll the same type of plan to the same type of plan  and is not a conversion. The program will handle a code G perfectly if it was a roll over  but not if it was a conversion ... that would not be the correct code for that.

 

Please explain further.