DanaB27
Expert Alumni

Retirement tax questions

To confirm the amount listed on Form 1099-R with code G was converted to the Roth IRA?

 

If yes, then you will answer the following questions after you entered the 1099-R like this :

 

  1. On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
  2. On the "Did you move the money to a Roth IRA?" screen answer "Yes"
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