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The distribution code H on my 1099R for a Roth 401k rollover, doesn't match the TT code H. 1099 says H=Direct rollover of designated Roth account distribution to Roth IRA
Distribution code G on my 1099 is described as "Direct rollover or a distribution to a qualified plan...or an IRA". However, in Turbo Tax; distribution code G = "Direct rollover and rollover contribution". The consequence of this difference changes my Federal Tax Due amount by more that $65,000!! I definitely rolled these funds directly from my 401k into a qualified plan and it is NOT a taxable event. Please HELP!!
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‎June 6, 2019
1:21 AM