rjs
Level 15
Level 15

Retirement tax questions

All you have to do is enter the Form 1099-R that you received. Just enter the information as it appears on the 1099-R, and continue through all the questions after you enter it. The distribution code G on the 1099-R means that the plan custodian knows it's a non-taxable direct rollover. The IRS won't question it because they see the code G. You don't have to identify the IRA that it went into. The code G shows that it was a valid direct rollover.