DavidD66
Expert Alumni

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.

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