Substitute/Form 4852

What is the code in box 7? Was all of it rolled over into a traditional IRA?

 

If you have code G in box 7 then and it was rolled over to a traditional IRA then please make sure you answer the follow-up questions like this:

 

1. On the "Did you move this money from a 401(k) to a Roth 401(k)?" screen answer "No"
2. On the "Did you move the money to a Roth IRA?" screen answer "No"

 

Also, please verify that you didn't select "I need to prepare a substitute 1099-R" when you entered your Form 1099-R.