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Retirement tax questions

@ari444 If this was a direct 401(k) to Roth IRA rollover/conversion and you never say the money then the 1099-R should have a code G in box 7, the amount of rollover in box 1 and 2a unless the 401(k) contained after-tax money that is not taxable, then that would be in box 5 which reduces the box 2a amount by the box 5 amount.  The IRA/SEP/SIMPLE box is never checked for a 401(k).

**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.**