dmertz
Level 15

Retirement tax questions

No, you cannot report this with only code G.  You must select code G in one of TurboTax's box 7 drop-down boxes and code B in the other.

Codes G and B together indicate a direct rollover from a Roth account in a 401(k), 403(b) or 457(b) plan to a Roth account in another 401(k), 403(b) or 457(b) plan.  It also implies that has nothing to do with a Roth IRA.  In the follow-up, make sure to indicate that the IRA/SEP/SIMPLE box is not marked and that the taxable amount is zero.  You should not be seeing any question asking if the distribution was from a Roth IRA; this distribution was not from a Roth IRA.