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Retirement tax questions
Both must be reported. The result will appear on Form 1040 line 4 with the word ROLLOVER next to the line. As long as no taxable amount from the traditional 401(k) was rolled over to a Roth account, neither of these will increase the amount on Form 1040 line 4b.
In TurboTax, simply enter these Forms 1099-R and answer the follow-up questions. For the code G Form 1099-R from the traditional 401(k), simply indicate that it was not rolled over to any kind of Roth account, if that's true. For a code H Form 1099-R, no additional information is needed.
In TurboTax, simply enter these Forms 1099-R and answer the follow-up questions. For the code G Form 1099-R from the traditional 401(k), simply indicate that it was not rolled over to any kind of Roth account, if that's true. For a code H Form 1099-R, no additional information is needed.
‎June 4, 2019
2:13 PM