- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 31, 2023
5:27 AM