DanaB27
Expert Alumni

Retirement tax questions

It seems the Form 1099-R with code G was for the conversions from the 401(k) into the Roth 401K. The second Form 1099-R with code H was for the rollover from the Roth 401K into the Roth IRA.

 

If this is correct then you would only look at only at the Form 1099-R with code G to determine your contribution amounts.

 

Please make sure you enter all Form 1099-R as shown into TurboTax and answer all follow-up questions carefully.

 

@seninus 

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