dmertz
Level 15

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.