Retirement tax questions

A Roth 401(k) (designated Roth) will never have a Q in box 7.   Code "Q" is for a qualified distribution from a Roth *IRA* only.   A 401(k) Roth distribution will have a code "B" or if a rollover to a Roth IRA, a code "H" in box 7.

 

See the 1099-R box 7 rules:

https://www.irs.gov/instructions/i1099r#idm140345395742352

**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.**