DanaB27
Expert Alumni

Retirement tax questions

 

Form 1099-R instructions state: "For a direct rollover of a distribution from a designated Roth account to a Roth IRA, enter the amount rolled over in box 1 and 0 (zero) in box 2a. Use Code H in box 7."

 

Please see dmertz's answer.

 

[Edited 4/4/2025 | 4:50am PST]

@happydad88 

 

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