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