Level 15

Retirement tax questions

A code G is automatically a rollover to a Traditional IRA unless yiu indicate that it was rolled into  Roth.  If you answer no to the two Roth questions then the default *is* a Traditional IRA so there is no need to ask any additional questions.

**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.**