dmertz
Level 15

Retirement tax questions

The code-G Form 1099-R is correct.  Code H is for a rollover from a Roth 401(k) to a Roth IRA, not for the rollover of after-tax money from the traditional 401(k) to a Roth IRA.

 

To enter this into TurboTax you must split the Form 1099-R into two, one for the portion rolled over to the traditional IRA and the other for the portion rolled over to the Roth IRA.  Both must have code G.  The one for the portion rolled over to the Roth IRA will have the after-tax amount in box 5 and the one for the portion rolled over to the traditional IRA will have a zero in box 5.