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Retirement tax questions
A code-G Form 1099-R reports a distribution from a traditional 401(k) account, not from a Roth 401(k) account. A Form 1099-R reporting a distribution from a Roth 401(k) that was rolled over to a Roth IRA would have code B or code H. Either your rollover was not from a designated Roth account in the 401(k) or the plan issued an erroneous Form 1099-R.
‎February 11, 2025
10:01 PM