dmertz
Level 15

Retirement tax questions

The IRA --> Roth IRA distribution was reported in box 2a on the 1099-R (taxable) with Distribution Code G in box 7 (direct rollover). 

 

My reply still stands.  A nonzero amount in box 2a of a code-G Form 1099-R represents an amount rolled over directly from the 401(k) to a Roth IRA.  With no Form 1099-R with code 1, 2 or 7 and the IRA/SEP/SIMPLE box marked, there was no distribution from an IRA.