dmertz
Level 15

Retirement tax questions

The fact that you received these two Forms 1099-R suggests that you first rolled the 401(k) over to a traditional IRA and then you subsequently converted the traditional IRA to Roth, rather than directly rolling the 401(k) over to a Roth IRA.

 

Does the code G Form 1099-R show a nonzero amount in box 2a?

Does the code G Form 1099-R have any amount in box 5?

Does either Form 1099-R show any tax withholding in box 4?