Questions Regarding 1099-R Documents

[curious_boulder]

I received two 1099-R documents, one with distribution code G and another with distribution code H. The distribution code G document is associated with a rollover from a 401(k) to a Rollover IRA. The distribution code H document is associated with a rollover from a Roth 401(k) to a Roth IRA. For both documents, I answered the following question as shown below:

Clicking on the "Learn more" link yields the following information:

For just the code G document, I answered the following questions as shown below:

Did I answer all the questions correctly?

[SharonD007]

Yes, you answered the questions correctly for your 1099-R distribution with Code G.

[curious_boulder]

Hi SharonD007,

Thank you for taking the time to reply. Just to clarify, I answered the question correctly for the 1099-R distribution with Code H as well, right? The below question was answered as shown for the Code H and Code G distributions.

[MarilynG1]

Yes, you answered the question correctly for your 1099-R with Code H as well.  Here's more info on  Box 7 Codes on Form 1099-R.

I'm glad to see you are stepping through the follow-up questions carefully after entering your 1099-R.

More detailed info on 1099-R for Pensions, Annuities, Retirement.

@curious_boulder 

[curious_boulder]

@MarilynG1,

Thank you for the confirmation!