DanaB27
Expert Alumni

Retirement tax questions

Yes, if this 1099-R was for a conversion from a traditional IRA to Roth IRA then code G is incorrect. 

 

But it seems you made a 401k to part Roth and part traditional IRA transfer and then a traditional IRA to 401k transfer?

 

Can you please clarify for what transaction the 1099-R was issued?

 

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