MinhT1
Expert Alumni

Retirement tax questions

You should list the 1099-R with code G which is a non taxable direct rollover.

 

This isn't at all a red flag for the IRS. Every year, thousands of taxpayers roll over their retirement plans, and the IRS is very familiar with these operations. You shouldn't worry at all!

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"