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Retirement tax questions
No. A code "H" says the money came from a 401(k) Roth (Designated Roth), not a 401(k). This particular transaction is not taxable because the before-tax money is rolled to a before-tax Traditional IRA and the box 5 after-tax money is rolled to an after-tax Roth IRA. Neither one is taxable with a zero in box 2a.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 5, 2019
11:06 PM