medemps
New Member

Retirement tax questions

This was described as the after tax amount of the 401(k) distribution.  It was deposited into our money market account and not rolled over to Roth.  Yes, we did get 2 1099R forms.  The much larger portion was rolled over to an IRA, has a G code in box 7, zero in 2a and box 5.  There was no G code in box 7 for the smaller 1099R amount, just code 7.  Neither form has the box in question, so for Turbo Tax, I think I should just answer no for both for both 1099s.  Thanks to all for your help.