- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
dmertz is correct. I agree that Code H would be the correct code to use. Code B is "for a distribution from a designated Roth account." Code G is "for a direct rollover from a qualified plan...". So, while it doesn't seem the be the correct coding, it appears that it will work. As long as the accepting custodian is OK with it there shouldn't be a problem.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 18, 2024
2:23 PM