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Retirement tax questions
I highly doubt the 401K was rolled directly to a ROTH 401K ... check with the new employer's plan custodian. The 1099-R you got should show a code G in box 7 to reflect the 401K to 401K rollover. Now if you want to make a conversion from the 401K to a ROTH 401K then that would be a taxable event and would be coded differently.
‎January 22, 2024
4:47 AM