emikosan
New Member

Retirement tax questions

I have the same question and I didn't think I should open another chat.  I rolled a 401(k) from one company to a different company, so the original company cut a check and sent it to the new company and it was put into an IRA.  After entering in the info from the 1099-R, I'm asked if the money was rolled over to a Roth-IRA (it wasn't) or a Roth 401(k) or 403(b) (it wasn't).  On the "Here's a picture of your 2022 income" page, it shows up there, even though I never physically received any funds.  That's where I'm thrown off since my distribution code is 'G'.  Why would it show as part of my 2022 income?  I think I'm reading into the page more than I should, but just wanted clarification.