dmertz
Level 15

Retirement tax questions

I think the code 2 Form 1099-R is the one reporting the conversion from the traditional IRA to the Roth IRA.  I'm asking about the other Form 1099-R, the one that reports the distribution from the 401(k) and does not have the IRA/SEP/SIMPLE box marked.  What is the code in box 7 of that Form 1099-R?  Does that Form 1099-R have a nonzero amount in box 5?