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What Michigan pension distribution code should I use for in-plan Roth conversion of 403b?

I am 54 years old and working for the same employer. 1099R Box 7 says code G (direct rollover). But, the MI pension distribution code G (Qualified government or public pension) does not match to the 1099R code G definition.
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1 Reply
MarilynG1
Expert Alumni

What Michigan pension distribution code should I use for in-plan Roth conversion of 403b?

In this instance, in your Michigan state interview,  choose 'C -Current Year Roth Conversion', since you are rolling over to a Roth plan.

 

 

@miyapark-aol-com 

 

 

 

 

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