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An old employer terminated a 401k plan and did a direct rollover to a Roth IRA (90%) and to traditional IRA (10%). 1099R has BG in box 7 for Roth IRA. Should it be H?
The traditional IRA rollover code of G is correct. The conversion was done in 2023 and I am well past 591/2 years and the 401k was more than 5 years old. The 401K administrator insists BG code is correct... but I am not sure.
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March 18, 2024
1:41 PM