SharonD007
Expert Alumni

Retirement tax questions

Yes, enter both 1099-Rs on your tax return. The distribution code H indicates a Direct rollover of a designated Roth account distribution to a Roth IRA. Distribution Code G indicates a Direct rollover of a distribution to a qualified plan, a section 403(b) plan, a governmental section 457(b) plan, or an IRA.

 

For more information, refer to the TurboTax Help article What do all the codes in Box 7 of the 1099-R mean?

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