That's what I've been afraid of as I started to figure it out.
What is the code in box 7 of the Form 1099-R from the 401(k)? G Direct Rollover and direct payment
Is there a nonzero amount in box 2a? 0
Is there any tax withholding shown in box 4? no withholding
Is there any amount shown in box 5? no value
What box of the Form 5498 for the Roth IRA shows this amount? Box 2 of the 5498 shows the amount. It's only Box 7 that says it went into a Roth IRA.
Amount is well above annual IRA contribution limits.
Any suggestions other than a time machine?
