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What was the code in box 7 of the 1099-R? Was the box for IRA/SEP/SIMPLE checked? Was there an amount in box 2a of the form?
Box 7 Code G Box not checked No amt. in box 2a
A code G is automatically a rollover to a Traditional IRA unless you answer YES to the two questions about rolling into a Roth 401(k) or Roth IRA, if neither, then the default is a Traditional IRA so there is no need to ask any more questions.
@Mick749 wrote:
Box 7 Code G Box not checked No amt. in box 2a
Code G already indicates the amount distributed was rolled over -
G—Direct rollover of a distribution to a qualified plan, a section 403(b) plan, a governmental section 457(b) plan, or an IRA.
Rollover is entered on your Form 1040 Line 4
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