I received two 1099-R documents, one with distribution code G and another with distribution code H. The distribution code G document is associated with a rollover from a 401(k) to a Rollover IRA. The distribution code H document is associated with a rollover from a Roth 401(k) to a Roth IRA. For both documents, I answered the following question as shown below:
Clicking on the "Learn more" link yields the following information:
For just the code G document, I answered the following questions as shown below:
Did I answer all the questions correctly?
